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

Hubbell Strickland 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	$439K	Hold	6,814	–	–	0.17%	50
2025 Q4	$443K	Sell	6,814 -148	-2%	-$9.6K	0.18%	52
2025 Q3	$448K	Sell	6,962 -547	-7%	-$34.2K	0.18%	51
2025 Q2	$462K	Buy	7,509 +114	+2%	+$6.66K	0.2%	45
2025 Q1	$426K	Sell	7,395 -102	-1%	-$5.94K	0.2%	45
2024 Q4	$430K	Sell	7,497 -1,114	-13%	-$65.2K	0.2%	43
2024 Q3	$510K	Buy	8,611 +41	+0.5%	+$2.35K	0.24%	42
2024 Q2	$483K	Sell	8,570 -78	-0.9%	-$4.31K	0.24%	41
2024 Q1	$481K	Sell	8,648 -110	-1%	-$5.93K	0.24%	43
2023 Q4	$466K	Buy	8,758 +79	+0.9%	+$3.99K	0.25%	38
2023 Q3	$429K	Buy	8,679 +12	+0.1%	+$611	0.26%	41
2023 Q2	$446K	Buy	8,667 +46	+0.5%	+$2.31K	0.26%	40
2023 Q1	$431K	Sell	8,621 -278	-3%	-$13.7K	0.26%	40
2022 Q4	$420K	Buy	8,899 +58	+0.7%	+$2.73K	0.26%	38
2022 Q3	$396K	Buy	8,841 +178	+2%	+$8.62K	0.28%	41
2022 Q2	$416K	Sell	8,663 -10	-0.1%	-$503	0.28%	43
2022 Q1	$468K	Buy	8,673 +25	+0.3%	+$1.36K	0.28%	43
2021 Q4	$494K	Buy	8,648 +189	+2%	+$10.7K	0.27%	44
2021 Q3	$469K	Sell	8,459 -124	-1%	-$6.99K	0.28%	44
2021 Q2	$481K	Buy	8,583 +11	+0.1%	+$608	0.29%	44
2021 Q1	$459K	Sell	8,572 -435	-5%	-$23.1K	0.3%	43
2020 Q4	$470K	Sell	9,007 -469	-5%	-$23.6K	0.32%	43
2020 Q3	$459K	Sell	9,476 -13	-0.1%	-$627	0.36%	41
2020 Q2	$440K	Buy	9,489 +231	+2%	+$10.3K	0.37%	41
2020 Q1	$383K	Sell	9,258 -717	-7%	-$32.9K	0.39%	37
2019 Q4	$477K	Sell	9,975 -50	-0.5%	-$2.34K	0.39%	38
2019 Q3	$462K	Buy	+10,025	New	+$458K	0.4%	38

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

Hubbell Strickland Wealth Management's AOR Position: Q1 2026 in Review

Hubbell Strickland Wealth Management held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q1 2026 at 6,814 shares worth $439K. The position accounts for 0.17% of the portfolio, ranked #50.

Hubbell Strickland Wealth Management first reported a position in AOR in Q3 2019 and has held it in 27 quarters since. The position peaked at $510K in Q3 2024. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Hubbell Strickland Wealth Management held 6,814 shares of iShares Core 60/40 Balanced Allocation ETF worth $439K as of Q1 2026.
Hubbell Strickland Wealth Management left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q1 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.17% of Hubbell Strickland Wealth Management's portfolio in Q1 2026, its #50 holding.
Hubbell Strickland Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2019 and has held it in 27 quarters since.
Hubbell Strickland Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $510K in Q3 2024.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.