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 Q2	$620K	Buy	8,919 +16	+0.2%	+$1.09K	0.01%	900
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 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

Kingsview Wealth Management's AOR Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.18% in Q2 2026, buying an estimated $1.09K and bringing the position to 8,919 shares worth $620K. The position accounts for 0.01% of the portfolio, ranked #900.

Kingsview Wealth Management first reported a position in AOR in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.67M in Q2 2023. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Kingsview Wealth Management held 8,919 shares of iShares Core 60/40 Balanced Allocation ETF worth $620K as of Q2 2026.
Kingsview Wealth Management bought 16 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.09K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #900 holding.
Kingsview Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2020 and has held it in 24 quarters since.
Kingsview Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.67M in Q2 2023.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.