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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
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

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

Heirloom Wealth Management's AOR Position: Q2 2026 in Review

Heirloom Wealth Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 14% in Q2 2026, buying an estimated $88.4K and bringing the position to 10,291 shares worth $715K. The position accounts for 0.1% of the portfolio, ranked #42.

Heirloom Wealth Management first reported a position in AOR in Q4 2022 and has held it in 15 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Heirloom Wealth Management held 10,291 shares of iShares Core 60/40 Balanced Allocation ETF worth $715K as of Q2 2026.
  • Heirloom Wealth Management bought 1,298 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $88.4K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.1% of Heirloom Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Heirloom Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 15 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.