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

Kingsview 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
Q1 		$573K Sell
8,903
-20
-0.2% -$1.32K 0.01% 854
2025
Q4 		$580K Sell
8,923
-97
-1% -$6.29K 0.01% 794
2025
Q3 		$581K Sell
9,020
-37
-0.4% -$2.31K 0.01% 758
2025
Q2 		$558K Sell
9,057
-494
-5% -$28.9K 0.01% 738
2025
Q1 		$550K Sell
9,551
-67
-0.7% -$3.9K 0.01% 698
2024
Q4 		$551K Sell
9,618
-771
-7% -$45.1K 0.01% 707
2024
Q3 		$615K Sell
10,389
-705
-6% -$40.4K 0.01% 648
2024
Q2 		$625K Sell
11,094
-3,306
-23% -$183K 0.01% 623
2024
Q1 		$802K Sell
14,400
-7,666
-35% -$413K 0.02% 556
2023
Q4 		$1.17M Sell
22,066
-8,469
-28% -$428K 0.04% 416
2023
Q3 		$1.51M Sell
30,535
-1,845
-6% -$93.9K 0.05% 345
2023
Q2 		$1.67M Buy
32,380
+13,756
+74% +$692K 0.07% 280
2023
Q1 		$932K Buy
18,624
+10,748
+136% +$529K 0.04% 426
2022
Q4 		$371K Buy
7,876
+601
+8% +$28.3K 0.02% 596
2022
Q3 		$326K Buy
7,275
+7
+0.1% +$339 0.02% 618
2022
Q2 		$349K Buy
7,268
+88
+1% +$4.43K 0.02% 615
2022
Q1 		$387K Buy
7,180
+1,168
+19% +$63.6K 0.02% 630
2021
Q4 		$343K Sell
6,012
-1,257
-17% -$71.3K 0.01% 679
2021
Q3 		$403K Buy
7,269
+174
+2% +$9.81K 0.02% 609
2021
Q2 		$398K Buy
7,095
+947
+15% +$52.3K 0.02% 620
2021
Q1 		$332K Buy
6,148
+614
+11% +$32.7K 0.02% 607
2020
Q4 		$289K Buy
5,534
+1,387
+33% +$69.8K 0.02% 562
2020
Q3 		$201K Buy
+4,147
New +$200K 0.02% 575

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $293M AUM 26.81% 1-Year Est. Return

Kingsview Wealth Management's AOR Position: Q1 2026 in Review

Kingsview Wealth Management reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.22% in Q1 2026, selling an estimated $1.32K and leaving 8,903 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #854.

Kingsview Wealth Management first reported a position in AOR in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.67M in Q2 2023. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Kingsview Wealth Management held 8,903 shares of iShares Core 60/40 Balanced Allocation ETF worth $573K as of Q1 2026.
  • Kingsview Wealth Management sold 20 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $1.32K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #854 holding.
  • Kingsview Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2020 and has held it in 23 quarters since.
  • Kingsview Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.67M in Q2 2023.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.