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Insight Wealth Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Insight Wealth Partners’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 		$234K Hold
3,370
– – 0.03% 124
2026
Q1 		$217K Sell
3,370
-17
-0.5% -$1.12K 0.03% 115
2025
Q4 		$220K Sell
3,387
-80
-2% -$5.19K 0.03% 109
2025
Q3 		$223K Sell
3,467
-35
-1% -$2.19K 0.07% 109
2025
Q2 		$216K Hold
3,502
– – 0.08% 102
2025
Q1 		$202K Hold
3,502
– – 0.03% 107
2024
Q4 		$201K Hold
3,502
– – 0.03% 95
2024
Q3 		$207K Buy
+3,502
New +$201K 0.04% 96

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
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

Insight Wealth Partners's AOR Position: Q2 2026 in Review

Insight Wealth Partners held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 3,370 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #124.

Insight Wealth Partners first reported a position in AOR in Q3 2024 and has held it in 8 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Insight Wealth Partners held 3,370 shares of iShares Core 60/40 Balanced Allocation ETF worth $234K as of Q2 2026.
  • Insight Wealth Partners left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.03% of Insight Wealth Partners's portfolio in Q2 2026, its #124 holding.
  • Insight Wealth Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2024 and has held it in 8 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.