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 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

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

Howard Wealth Management's AOR Position: Q2 2026 in Review

Howard Wealth Management reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 3.5% in Q2 2026, selling an estimated $10.3K and leaving 4,129 shares worth $287K. The position accounts for 0.11% of the portfolio, ranked #118.

Howard Wealth Management first reported a position in AOR in Q4 2019 and has held it in 24 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Howard Wealth Management held 4,129 shares of iShares Core 60/40 Balanced Allocation ETF worth $287K as of Q2 2026.
Howard Wealth Management sold 151 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $10.3K.
iShares Core 60/40 Balanced Allocation ETF made up 0.11% of Howard Wealth Management's portfolio in Q2 2026, its #118 holding.
Howard Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 24 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.