Highline Wealth Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Highline Wealth Partners’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	$15.6K	Buy	224 +12	+6%	+$817	﹤0.01%	444
2026 Q1	$13.6K	Buy	212 +12	+6%	+$791	﹤0.01%	378
2025 Q4	$13K	Sell	200 -244	-55%	-$15.8K	﹤0.01%	339
2025 Q3	$28.6K	Hold	444	–	–	0.01%	218
2025 Q2	$27.3K	Sell	444 -694	-61%	-$40.5K	0.01%	181
2025 Q1	$65.5K	Hold	1,138	–	–	0.02%	116
2024 Q4	$65.3K	Buy	1,138 +446	+64%	+$26.1K	0.02%	120
2024 Q3	$41K	Buy	692 +1	+0.1%	+$57	0.01%	141
2024 Q2	$38.9K	Buy	691 +1	+0.1%	+$55	0.01%	139
2024 Q1	$38.4K	Sell	690 -357	-34%	-$19.3K	0.02%	146
2023 Q4	$55.7K	Sell	1,047 -231	-18%	-$11.7K	0.03%	125
2023 Q3	$63.1K	Sell	1,278 -604	-32%	-$30.8K	0.04%	109
2023 Q2	$96.8K	Sell	1,882 -242	-11%	-$12.2K	0.06%	98
2023 Q1	$106K	Sell	2,124 -4,202	-66%	-$207K	0.07%	96
2022 Q4	$298K	Buy	+6,326	New	+$298K	0.22%	81

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Highline Wealth Partners's AOR Position: Q2 2026 in Review

Highline Wealth Partners increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 5.7% in Q2 2026, buying an estimated $817 and bringing the position to 224 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Highline Wealth Partners first reported a position in AOR in Q4 2022 and has held it in 15 quarters since. The position peaked at $298K in Q4 2022. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Highline Wealth Partners held 224 shares of iShares Core 60/40 Balanced Allocation ETF worth $15.6K as of Q2 2026.
Highline Wealth Partners bought 12 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $817.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #444 holding.
Highline Wealth Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 15 quarters since.
Highline Wealth Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $298K in Q4 2022.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

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