Integrity Wealth Solutions’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Integrity Wealth Solutions’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 Q1	$694K	Buy	10,786 +5	+0%	+$330	0.27%	70
2025 Q4	$701K	Sell	10,781 -1,780	-14%	-$116K	0.28%	65
2025 Q3	$809K	Buy	12,561 +1,023	+9%	+$64K	0.36%	58
2025 Q2	$710K	Sell	11,538 -70	-0.6%	-$4.09K	0.35%	59
2025 Q1	$668K	Buy	11,608 +824	+8%	+$48K	0.36%	58
2024 Q4	$618K	Sell	10,784 -53	-0.5%	-$3.1K	0.35%	59
2024 Q3	$642K	Buy	10,837 +1,160	+12%	+$66.5K	0.37%	54
2024 Q2	$545K	Buy	9,677 +74	+0.8%	+$4.09K	0.35%	59
2024 Q1	$535K	Sell	9,603 -3	-0%	-$162	0.35%	60
2023 Q4	$511K	Buy	+9,606	New	+$485K	0.35%	57

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Integrity Wealth Solutions's AOR Position: Q1 2026 in Review

Integrity Wealth Solutions increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.05% in Q1 2026, buying an estimated $330 and bringing the position to 10,786 shares worth $694K. The position accounts for 0.27% of the portfolio, ranked #70.

Integrity Wealth Solutions first reported a position in AOR in Q4 2023 and has held it in 10 quarters since. The position peaked at $809K in Q3 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Integrity Wealth Solutions held 10,786 shares of iShares Core 60/40 Balanced Allocation ETF worth $694K as of Q1 2026.
Integrity Wealth Solutions bought 5 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $330.
iShares Core 60/40 Balanced Allocation ETF made up 0.27% of Integrity Wealth Solutions's portfolio in Q1 2026, its #70 holding.
Integrity Wealth Solutions first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and has held it in 10 quarters since.
Integrity Wealth Solutions's iShares Core 60/40 Balanced Allocation ETF position peaked at $809K in Q3 2025.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Integrity Wealth Solutions's 13F filing for Q1 2026, filed 4 May 2026.