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Fourth Dimension Wealth’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Fourth Dimension Wealth’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 		$3.26K Hold
47
– – ﹤0.01% 575
2026
Q1 		$3.01K Sell
47
-26
-36% -$1.71K ﹤0.01% 509
2025
Q4 		$4.78K Sell
73
-14
-16% -$908 ﹤0.01% 491
2025
Q3 		$5.63K Sell
87
-46
-35% -$2.88K ﹤0.01% 472
2025
Q2 		$8.16K Buy
133
+1
+0.8% +$58 ﹤0.01% 440
2025
Q1 		$7.6K Buy
132
+121
+1,100% +$7.04K ﹤0.01% 451
2024
Q4 		$631 Buy
+11
New +$644 ﹤0.01% 586

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
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

Fourth Dimension Wealth's AOR Position: Q2 2026 in Review

Fourth Dimension Wealth held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 47 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Fourth Dimension Wealth first reported a position in AOR in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.16K in Q2 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Fourth Dimension Wealth held 47 shares of iShares Core 60/40 Balanced Allocation ETF worth $3.26K as of Q2 2026.
  • Fourth Dimension Wealth left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #575 holding.
  • Fourth Dimension Wealth first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's iShares Core 60/40 Balanced Allocation ETF position peaked at $8.16K in Q2 2025.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.