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Godshalk Welsh Capital Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Godshalk Welsh Capital Management’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
Q1 		$617K Buy
9,591
+127
+1% +$8.37K 0.36% 79
2025
Q4 		$615K Buy
9,464
+57
+0.6% +$3.7K 0.35% 80
2025
Q3 		$606K Buy
9,407
+14
+0.1% +$875 0.35% 82
2025
Q2 		$578K Sell
9,393
-742
-7% -$43.3K 0.36% 83
2025
Q1 		$583K Hold
10,135
– – 0.38% 77
2024
Q4 		$581K Buy
10,135
+63
+0.6% +$3.69K 0.38% 77
2024
Q3 		$597K Buy
10,072
+774
+8% +$44.4K 0.38% 78
2024
Q2 		$524K Buy
9,298
+2
+0% +$111 0.35% 79
2024
Q1 		$518K Buy
9,296
+5
+0.1% +$270 0.35% 77
2023
Q4 		$494K Sell
9,291
-143
-2% -$7.22K 0.36% 78
2023
Q3 		$466K Buy
9,434
+2,334
+33% +$119K 0.35% 78
2023
Q2 		$365K Buy
7,100
+227
+3% +$11.4K 0.25% 95
2023
Q1 		$344K Buy
6,873
+648
+10% +$31.9K 0.24% 94
2022
Q4 		$294K Sell
6,225
-138
-2% -$6.49K 0.21% 97
2022
Q3 		$285K Buy
6,363
+643
+11% +$31.1K 0.21% 95
2022
Q2 		$275K Buy
5,720
+311
+6% +$15.7K 0.2% 101
2022
Q1 		$292K Buy
5,409
+15
+0.3% +$817 0.18% 106
2021
Q4 		$308K Buy
5,394
+105
+2% +$5.96K 0.18% 105
2021
Q3 		$293K Buy
5,289
+250
+5% +$14.1K 0.18% 101
2021
Q2 		$283K Buy
5,039
+3
+0.1% +$166 0.18% 103
2021
Q1 		$270K Sell
5,036
-97
-2% -$5.16K 0.19% 104
2020
Q4 		$268K Buy
5,133
+125
+2% +$6.29K 0.2% 101
2020
Q3 		$243K Buy
5,008
+503
+11% +$24.3K 0.21% 98
2020
Q2 		$209K Buy
+4,505
New +$200K 0.2% 98
2020
Q1 		– Sell
-4,502
Closed -$215K – 98
2019
Q4 		$215K Buy
+4,502
New +$211K 0.18% 107

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $293M AUM 26.81% 1-Year Est. Return

Godshalk Welsh Capital Management's AOR Position: Q1 2026 in Review

Godshalk Welsh Capital Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.3% in Q1 2026, buying an estimated $8.37K and bringing the position to 9,591 shares worth $617K. The position accounts for 0.36% of the portfolio, ranked #79.

Godshalk Welsh Capital Management first reported a position in AOR in Q4 2019 and has held it in 25 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Godshalk Welsh Capital Management held 9,591 shares of iShares Core 60/40 Balanced Allocation ETF worth $617K as of Q1 2026.
  • Godshalk Welsh Capital Management bought 127 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $8.37K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.36% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #79 holding.
  • Godshalk Welsh Capital Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 25 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.