Howard Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Howard 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	$275K	Buy	4,280 +46	+1%	+$3.03K	0.12%	119
2025 Q4	$275K	Sell	4,234 -69	-2%	-$4.48K	0.12%	107
2025 Q3	$277K	Buy	4,303 +48	+1%	+$3K	0.13%	108
2025 Q2	$262K	Sell	4,255 -29	-0.7%	-$1.69K	0.13%	106
2025 Q1	$247K	Sell	4,284 -319	-7%	-$18.6K	0.14%	105
2024 Q4	$264K	Sell	4,603 -42	-0.9%	-$2.46K	0.14%	99
2024 Q3	$275K	Sell	4,645 -65	-1%	-$3.73K	0.16%	97
2024 Q2	$265K	Sell	4,710 -274	-5%	-$15.1K	0.21%	84
2024 Q1	$277K	Sell	4,984 -261	-5%	-$14.1K	0.23%	82
2023 Q4	$279K	Sell	5,245 -444	-8%	-$22.4K	0.23%	82
2023 Q3	$281K	Buy	5,689 +124	+2%	+$6.31K	0.26%	74
2023 Q2	$286K	Buy	5,565 +155	+3%	+$7.8K	0.25%	78
2023 Q1	$271K	Buy	5,410 +43	+0.8%	+$2.12K	0.23%	88
2022 Q4	$253K	Sell	5,367 -95	-2%	-$4.47K	0.21%	93
2022 Q3	$244K	Buy	+5,462	New	+$265K	0.17%	102
2022 Q2	–	Sell	-5,029	Closed	-$271K	–	64
2022 Q1	$271K	Buy	5,029 +45	+0.9%	+$2.45K	0.15%	107
2021 Q4	$284K	Buy	4,984 +132	+3%	+$7.49K	0.15%	106
2021 Q3	$269K	Buy	4,852 +116	+2%	+$6.54K	0.15%	107
2021 Q2	$265K	Buy	4,736 +160	+3%	+$8.84K	0.15%	111
2021 Q1	$245K	Buy	4,576 +125	+3%	+$6.65K	0.14%	114
2020 Q4	$232K	Buy	4,451 +185	+4%	+$9.31K	0.14%	113
2020 Q3	$206K	Buy	+4,266	New	+$206K	0.15%	114
2020 Q1	–	Sell	-41	Closed	-$1K	–	121
2019 Q4	$1K	Buy	+41	New	+$1.92K	﹤0.01%	485

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

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

Howard Wealth Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.1% in Q1 2026, buying an estimated $3.03K and bringing the position to 4,280 shares worth $275K. The position accounts for 0.12% of the portfolio, ranked #119.

Howard Wealth Management first reported a position in AOR in Q4 2019 and has held it in 23 quarters since. The position peaked at $286K in Q2 2023. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Howard Wealth Management held 4,280 shares of iShares Core 60/40 Balanced Allocation ETF worth $275K as of Q1 2026.
Howard Wealth Management bought 46 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $3.03K.
iShares Core 60/40 Balanced Allocation ETF made up 0.12% of Howard Wealth Management's portfolio in Q1 2026, its #119 holding.
Howard Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 23 quarters since.
Howard Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $286K in Q2 2023.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Howard Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.