IMA Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

IMA Advisory Services’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	$1.88M	Buy	27,076 +915	+3%	+$62.3K	0.12%	124
2026 Q1	$1.68M	Buy	26,161 +699	+3%	+$46.1K	0.16%	96
2025 Q4	$1.66M	Sell	25,462 -133	-0.5%	-$8.63K	0.16%	102
2025 Q3	$1.63M	Sell	25,595 -7,627	-23%	-$477K	0.16%	96
2025 Q2	$2.03M	Sell	33,222 -1,056	-3%	-$61.7K	0.22%	79
2025 Q1	$1.96M	Sell	34,278 -224	-0.6%	-$13K	0.23%	76
2024 Q4	$1.96M	Buy	+34,502	New	+$2.02M	0.24%	82

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

IMA Advisory Services's AOR Position: Q2 2026 in Review

IMA Advisory Services increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 3.5% in Q2 2026, buying an estimated $62.3K and bringing the position to 27,076 shares worth $1.88M. The position accounts for 0.12% of the portfolio, ranked #124.

IMA Advisory Services first reported a position in AOR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q2 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

IMA Advisory Services held 27,076 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.88M as of Q2 2026.
IMA Advisory Services bought 915 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $62.3K.
iShares Core 60/40 Balanced Allocation ETF made up 0.12% of IMA Advisory Services's portfolio in Q2 2026, its #124 holding.
IMA Advisory Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 7 quarters since.
IMA Advisory Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $2.03M in Q2 2025.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.