HM Payson & Co’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

HM Payson & Co’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	$259K	Buy	+3,725	New	+$254K	﹤0.01%	408
2023 Q4	–	Sell	-4,855	Closed	-$240K	–	967
2023 Q3	$240K	Hold	4,855	–	–	0.01%	350
2023 Q2	$250K	Hold	4,855	–	–	0.01%	340
2023 Q1	$243K	Sell	4,855 -67	-1%	-$3.3K	0.01%	341
2022 Q4	$232K	Hold	4,922	–	–	0.01%	341
2022 Q3	$220K	Hold	4,922	–	–	0.01%	349
2022 Q2	$236K	Hold	4,922	–	–	0.01%	344
2022 Q1	$266K	Hold	4,922	–	–	0.01%	355
2021 Q4	$281K	Buy	+4,922	New	+$279K	0.01%	360

Other funds holding AOR

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

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 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

HM Payson & Co's AOR Position: Q2 2026 in Review

HM Payson & Co opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 3,725 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #408 among its holdings. This is a return to the name: HM Payson & Co previously reported a position in AOR as recently as Q3 2023.

HM Payson & Co first reported a position in AOR in Q4 2021 and has held it in 9 quarters since. The position peaked at $281K in Q4 2021. 86 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

HM Payson & Co held 3,725 shares of iShares Core 60/40 Balanced Allocation ETF worth $259K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new HM Payson & Co position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #408 holding.
HM Payson & Co first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and has held it in 9 quarters since.
HM Payson & Co's iShares Core 60/40 Balanced Allocation ETF position peaked at $281K in Q4 2021.
86 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.