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

IMG 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	$622K	Sell	8,953 -978	-10%	-$66.6K	0.35%	43
2026 Q1	$639K	Sell	9,931 -1,612	-14%	-$106K	0.41%	35
2025 Q4	$750K	Sell	11,543 -3,861	-25%	-$251K	0.48%	33
2025 Q3	$992K	Sell	15,404 -1,701	-10%	-$106K	0.67%	22
2025 Q2	$1.05M	Sell	17,105 -2,967	-15%	-$173K	0.82%	20
2025 Q1	$1.16M	Sell	20,072 -3,240	-14%	-$189K	1.04%	19
2024 Q4	$1.34M	Buy	+23,312	New	+$1.37M	1.24%	19

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

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

IMG Wealth Management reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 9.8% in Q2 2026, selling an estimated $66.6K and leaving 8,953 shares worth $622K. The position accounts for 0.35% of the portfolio, ranked #43.

IMG Wealth Management first reported a position in AOR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q4 2024. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

IMG Wealth Management held 8,953 shares of iShares Core 60/40 Balanced Allocation ETF worth $622K as of Q2 2026.
IMG Wealth Management sold 978 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $66.6K.
iShares Core 60/40 Balanced Allocation ETF made up 0.35% of IMG Wealth Management's portfolio in Q2 2026, its #43 holding.
IMG Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.34M in Q4 2024.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.