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Heritage Wealth Architects’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Heritage Wealth Architects’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 		$1.38M Sell
20,172
-3,337
-14% -$227K 0.55% 26
2026
Q1 		$1.59M Sell
23,509
-5,228
-18% -$345K 0.67% 24
2025
Q4 		$1.9M Buy
28,737
+19,470
+210% +$1.26M 0.89% 18
2025
Q3 		$597K Buy
+9,267
New +$580K 0.37% 35

Other funds holding AOR

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FHC
Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Heritage Wealth Architects's AOR Position: Q2 2026 in Review

Heritage Wealth Architects reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 14% in Q2 2026, selling an estimated $227K and leaving 20,172 shares worth $1.38M. The position accounts for 0.55% of the portfolio, ranked #26.

Heritage Wealth Architects first reported a position in AOR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.9M in Q4 2025. 83 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Heritage Wealth Architects held 20,172 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.38M as of Q2 2026.
  • Heritage Wealth Architects sold 3,337 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $227K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.55% of Heritage Wealth Architects's portfolio in Q2 2026, its #26 holding.
  • Heritage Wealth Architects first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • Heritage Wealth Architects's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.9M in Q4 2025.
  • 83 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.