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

Institute for 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	$1.95M	Buy	28,027 +5,936	+27%	+$404K	0.17%	116
2026 Q1	$1.42M	Buy	22,091 +1,916	+9%	+$126K	0.15%	150
2025 Q4	$1.31M	Buy	20,175 +493	+3%	+$32K	0.14%	157
2025 Q3	$1.27M	Sell	19,682 -180	-0.9%	-$11.3K	0.13%	158
2025 Q2	$1.22M	Buy	19,862 +5,428	+38%	+$317K	0.14%	161
2025 Q1	$831K	Buy	14,434 +1,381	+11%	+$80.4K	0.11%	216
2024 Q4	$748K	Buy	13,053 +92	+0.7%	+$5.39K	0.09%	223
2024 Q3	$768K	Buy	12,961 +1,564	+14%	+$89.7K	0.1%	218
2024 Q2	$642K	Buy	11,397 +2,264	+25%	+$125K	0.09%	234
2024 Q1	$508K	Buy	9,133 +1,010	+12%	+$54.5K	0.07%	286
2023 Q4	$432K	Buy	+8,123	New	+$410K	0.07%	297
2020 Q1	–	Sell	-15	Closed	-$1K	–	408
2019 Q4	$1K	Buy	+15	New	+$703	﹤0.01%	668

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

Institute for Wealth Management's AOR Position: Q2 2026 in Review

Institute for Wealth Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 27% in Q2 2026, buying an estimated $404K and bringing the position to 28,027 shares worth $1.95M. The position accounts for 0.17% of the portfolio, ranked #116.

Institute for Wealth Management first reported a position in AOR in Q4 2019 and has held it in 12 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Institute for Wealth Management held 28,027 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.95M as of Q2 2026.
Institute for Wealth Management bought 5,936 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $404K.
iShares Core 60/40 Balanced Allocation ETF made up 0.17% of Institute for Wealth Management's portfolio in Q2 2026, its #116 holding.
Institute for Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 12 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.