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 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 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

Heirloom Wealth Management's AOR Position: Q1 2026 in Review

Heirloom Wealth Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 5.4% in Q1 2026, buying an estimated $30.4K and bringing the position to 8,993 shares worth $579K. The position accounts for 0.1% of the portfolio, ranked #60.

Heirloom Wealth Management first reported a position in AOR in Q4 2022 and has held it in 14 quarters since. The position peaked at $660K in Q4 2024. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Heirloom Wealth Management held 8,993 shares of iShares Core 60/40 Balanced Allocation ETF worth $579K as of Q1 2026.
Heirloom Wealth Management bought 461 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $30.4K.
iShares Core 60/40 Balanced Allocation ETF made up 0.1% of Heirloom Wealth Management's portfolio in Q1 2026, its #60 holding.
Heirloom Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 14 quarters since.
Heirloom Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $660K in Q4 2024.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.