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 Q3	$269K	Sell	3,929 -200	-5%	-$13.8K	0.1%	121
2026 Q2	$287K	Sell	4,129 -151	-4%	-$10.3K	0.11%	118
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

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return

Strategic Family Wealth Counselors Fairfield, New Jersey $429M AUM 8.84% 1-Year Est. Return

Howard Wealth Management's AOR Position: Q3 2026 in Review

Howard Wealth Management reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 4.8% in Q3 2026, selling an estimated $13.8K and leaving 3,929 shares worth $269K. The position accounts for 0.1% of the portfolio, ranked #121.

Howard Wealth Management first reported a position in AOR in Q4 2019 and has held it in 25 quarters since. The position peaked at $287K in Q2 2026. 198 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

Howard Wealth Management held 3,929 shares of iShares Core 60/40 Balanced Allocation ETF worth $269K as of Q3 2026.
Howard Wealth Management sold 200 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $13.8K.
iShares Core 60/40 Balanced Allocation ETF made up 0.1% of Howard Wealth Management's portfolio in Q3 2026, its #121 holding.
Howard Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 25 quarters since.
Howard Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $287K in Q2 2026.
198 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.