Foundations Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Foundations Investment Advisors’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.1M	Buy	389,262 +35,376	+10%	+$2.41M	0.28%	85
2026 Q1	$22.8M	Buy	353,886 +32,153	+10%	+$2.12M	0.28%	85
2025 Q4	$20.9M	Buy	321,733 +21,400	+7%	+$1.39M	0.27%	82
2025 Q3	$19.3M	Buy	300,333 +11,901	+4%	+$744K	0.28%	82
2025 Q2	$17.8M	Buy	288,432 +26,631	+10%	+$1.56M	0.28%	89
2025 Q1	$15.1M	Buy	261,801 +26,029	+11%	+$1.52M	0.28%	92
2024 Q4	$13.5M	Buy	235,772 +31,465	+15%	+$1.84M	0.26%	87
2024 Q3	$12.1M	Buy	204,307 +24,354	+14%	+$1.4M	0.25%	89
2024 Q2	$10.1M	Buy	179,953 +168,375	+1,454%	+$9.31M	0.25%	81
2024 Q1	$645K	Buy	11,578 +6,482	+127%	+$350K	0.02%	413
2023 Q4	$273K	Buy	5,096 +837	+20%	+$42.3K	0.01%	575
2023 Q3	$210K	Buy	+4,259	New	+$217K	0.01%	604
2019 Q3	–	Sell	-9,904	Closed	-$457K	–	134
2019 Q2	$457K	Sell	9,904 -3,070	-24%	-$138K	0.07%	89
2019 Q1	$580K	Buy	12,974 +1,081	+9%	+$47K	0.1%	59
2018 Q4	$519K	Buy	11,893 +5,677	+91%	+$243K	0.11%	62
2018 Q3	$281K	Buy	+6,216	New	+$278K	0.07%	81

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

Foundations Investment Advisors's AOR Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 10% in Q2 2026, buying an estimated $2.41M and bringing the position to 389,262 shares worth $27.1M. The position accounts for 0.28% of the portfolio, ranked #85.

Foundations Investment Advisors first reported a position in AOR in Q3 2018 and has held it in 16 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Foundations Investment Advisors held 389,262 shares of iShares Core 60/40 Balanced Allocation ETF worth $27.1M as of Q2 2026.
Foundations Investment Advisors bought 35,376 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $2.41M.
iShares Core 60/40 Balanced Allocation ETF made up 0.28% of Foundations Investment Advisors's portfolio in Q2 2026, its #85 holding.
Foundations Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2018 and has held it in 16 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.