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

Heirloom 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
Q3 		$657K Sell
9,589
-702
-7% -$48.6K 0.09% 43
2026
Q2 		$715K Buy
10,291
+1,298
+14% +$88.4K 0.1% 42
2026
Q1 		$579K Buy
8,993
+461
+5% +$30.4K 0.1% 60
2025
Q4 		$555K Buy
8,532
+288
+3% +$18.7K 0.13% 30
2025
Q3 		$531K Sell
8,244
-1,901
-19% -$119K 0.13% 28
2025
Q2 		$625K Buy
10,145
+840
+9% +$49.1K 0.16% 27
2025
Q1 		$536K Sell
9,305
-2,215
-19% -$129K 0.15% 29
2024
Q4 		$660K Buy
11,520
+2,082
+22% +$122K 0.2% 29
2024
Q3 		$559K Sell
9,438
-366
-4% -$21K 0.17% 28
2024
Q2 		$552K Buy
9,804
+728
+8% +$40.2K 0.18% 28
2024
Q1 		$505K Buy
9,076
+11
+0.1% +$593 0.17% 33
2023
Q4 		$482K Buy
9,065
+643
+8% +$32.5K 0.19% 37
2023
Q3 		$416K Sell
8,422
-1,167
-12% -$59.4K 0.18% 39
2023
Q2 		$493K Buy
9,589
+370
+4% +$18.6K 0.21% 38
2023
Q1 		$461K Buy
9,219
+4,158
+82% +$205K 0.22% 38
2022
Q4 		$239K Buy
+5,061
New +$238K 0.15% 45

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Consilium Wealth Advisory
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Worth Asset Management
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Lodestar Private Asset Management
Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return
Strategic Family Wealth Counselors
Strategic Family Wealth Counselors Fairfield, New Jersey $429M AUM 8.84% 1-Year Est. Return
Legacy Wealth Partners (Colorado)
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Heirloom Wealth Management's AOR Position: Q3 2026 in Review

Heirloom Wealth Management reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 6.8% in Q3 2026, selling an estimated $48.6K and leaving 9,589 shares worth $657K. The position accounts for 0.09% of the portfolio, ranked #43.

Heirloom Wealth Management first reported a position in AOR in Q4 2022 and has held it in 16 quarters since. The position peaked at $715K in Q2 2026. 189 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • Heirloom Wealth Management held 9,589 shares of iShares Core 60/40 Balanced Allocation ETF worth $657K as of Q3 2026.
  • Heirloom Wealth Management sold 702 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $48.6K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.09% of Heirloom Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Heirloom Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 16 quarters since.
  • Heirloom Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $715K in Q2 2026.
  • 189 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.