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Integrated Advisors Network’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Integrated Advisors Network’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 		$2.64M Buy
37,998
+6
+0% +$409 0.12% 172
2026
Q1 		$2.44M Sell
37,992
-1,108
-3% -$73K 0.13% 173
2025
Q4 		$2.54M Buy
39,100
+3,261
+9% +$212K 0.11% 192
2025
Q3 		$2.31M Buy
35,839
+6,790
+23% +$425K 0.1% 223
2025
Q2 		$1.79M Sell
29,049
-34
-0.1% -$1.99K 0.08% 251
2025
Q1 		$1.67M Sell
29,083
-603
-2% -$35.1K 0.08% 231
2024
Q4 		$1.7M Sell
29,686
-1,482
-5% -$86.8K 0.08% 223
2024
Q3 		$1.85M Sell
31,168
-43
-0.1% -$2.47K 0.09% 224
2024
Q2 		$1.76M Sell
31,211
-805
-3% -$44.5K 0.09% 214
2024
Q1 		$1.78M Sell
32,016
-306
-0.9% -$16.5K 0.09% 219
2023
Q4 		$1.72M Sell
32,322
-528
-2% -$26.7K 0.1% 216
2023
Q3 		$1.62M Buy
32,850
+52
+0.2% +$2.65K 0.1% 209
2023
Q2 		$1.69M Buy
32,798
+53
+0.2% +$2.67K 0.1% 215
2023
Q1 		$1.64M Sell
32,745
-821
-2% -$40.4K 0.1% 212
2022
Q4 		$1.58M Sell
33,566
-330
-1% -$15.5K 0.1% 218
2022
Q3 		$1.52M Sell
33,896
-26
-0.1% -$1.26K 0.1% 205
2022
Q2 		$1.63M Sell
33,922
-86
-0.3% -$4.33K 0.11% 209
2022
Q1 		$1.83M Buy
34,008
+1,339
+4% +$72.9K 0.11% 213
2021
Q4 		$1.86M Buy
32,669
+9,432
+41% +$535K 0.11% 191
2021
Q3 		$1.29M Buy
+23,237
New +$1.31M 0.09% 212

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

Integrated Advisors Network's AOR Position: Q2 2026 in Review

Integrated Advisors Network increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.02% in Q2 2026, buying an estimated $409 and bringing the position to 37,998 shares worth $2.64M. The position accounts for 0.12% of the portfolio, ranked #172.

Integrated Advisors Network first reported a position in AOR in Q3 2021 and has held it in 20 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Integrated Advisors Network held 37,998 shares of iShares Core 60/40 Balanced Allocation ETF worth $2.64M as of Q2 2026.
  • Integrated Advisors Network bought 6 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $409.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.12% of Integrated Advisors Network's portfolio in Q2 2026, its #172 holding.
  • Integrated Advisors Network first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2021 and has held it in 20 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.