Golden State Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Golden State Wealth 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	$735K	Sell	11,417 -105	-0.9%	-$6.92K	0.08%	201
2025 Q4	$749K	Buy	11,522 +800	+7%	+$51.9K	0.08%	196
2025 Q3	$690K	Buy	10,722 +2,651	+33%	+$166K	0.08%	198
2025 Q2	$497K	Buy	+8,071	New	+$471K	0.06%	238
2020 Q2	–	Sell	-372	Closed	-$15K	–	236
2020 Q1	$15K	Buy	+372	New	+$17.1K	0.01%	544
2019 Q4	–	Sell	-653	Closed	-$30K	–	99
2019 Q3	$30K	Hold	653	–	–	0.01%	537
2019 Q2	$30K	Sell	653 -867	-57%	-$39.1K	0.01%	550
2019 Q1	$68K	Buy	+1,520	New	+$66.1K	0.02%	380

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Golden State Wealth Management's AOR Position: Q1 2026 in Review

Golden State Wealth Management reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.91% in Q1 2026, selling an estimated $6.92K and leaving 11,417 shares worth $735K. The position accounts for 0.08% of the portfolio, ranked #201.

Golden State Wealth Management first reported a position in AOR in Q1 2019 and has held it in 8 quarters since. The position peaked at $749K in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Golden State Wealth Management held 11,417 shares of iShares Core 60/40 Balanced Allocation ETF worth $735K as of Q1 2026.
Golden State Wealth Management sold 105 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $6.92K.
iShares Core 60/40 Balanced Allocation ETF made up 0.08% of Golden State Wealth Management's portfolio in Q1 2026, its #201 holding.
Golden State Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2019 and has held it in 8 quarters since.
Golden State Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $749K in Q4 2025.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.