Independent Advisor Alliance’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Independent Advisor Alliance’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	–	Sell	-33,599	Closed	-$2.16M	–	1067
2026 Q1	$2.16M	Buy	+33,599	New	+$2.21M	0.02%	533
2020 Q1	–	Sell	-5,464	Closed	-$261K	–	440
2019 Q4	$261K	Buy	+5,464	New	+$256K	0.01%	727

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

Independent Advisor Alliance's AOR Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026, closing a stake of 33,599 shares — an estimated $2.16M sold.

Independent Advisor Alliance first reported a position in AOR in Q4 2019 and held it in 2 quarters. The position peaked at $2.16M in Q1 2026. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 33,599 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $2.16M.
Independent Advisor Alliance first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and held it in 2 quarters.
Independent Advisor Alliance's iShares Core 60/40 Balanced Allocation ETF position peaked at $2.16M in Q1 2026.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.