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High Net Worth Advisory Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

High Net Worth Advisory Group’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 		$1.13M Buy
17,500
+7,950
+83% +$524K 0.26% 85
2025
Q4 		$621K Buy
+9,550
New +$620K 0.14% 125

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

High Net Worth Advisory Group's AOR Position: Q1 2026 in Review

High Net Worth Advisory Group increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 83% in Q1 2026, buying an estimated $524K and bringing the position to 17,500 shares worth $1.13M. The position accounts for 0.26% of the portfolio, ranked #85.

High Net Worth Advisory Group first reported a position in AOR in Q4 2025 and has held it in 2 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • High Net Worth Advisory Group held 17,500 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.13M as of Q1 2026.
  • High Net Worth Advisory Group bought 7,950 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $524K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.26% of High Net Worth Advisory Group's portfolio in Q1 2026, its #85 holding.
  • High Net Worth Advisory Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.