Kingswood Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Kingswood Wealth Advisors’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	$2.79M	Buy	40,074 +333	+0.8%	+$22.7K	0.11%	204
2026 Q1	$2.56M	Buy	39,741 +1,901	+5%	+$125K	0.12%	190
2025 Q4	$2.46M	Buy	37,840 +15,109	+66%	+$980K	0.12%	171
2025 Q3	$1.46M	Buy	22,731 +12,271	+117%	+$767K	0.09%	233
2025 Q2	$644K	Buy	10,460 +592	+6%	+$34.6K	0.05%	353
2025 Q1	$570K	Sell	9,868 -12,227	-55%	-$712K	0.05%	358
2024 Q4	$1.27M	Sell	22,095 -244	-1%	-$14.3K	0.1%	223
2024 Q3	$1.32M	Buy	+22,339	New	+$1.28M	0.09%	242
2024 Q2	–	Sell	-11,500	Closed	-$640K	–	657
2024 Q1	$640K	Sell	11,500 -300	-3%	-$16.2K	0.07%	286
2023 Q4	$628K	Buy	+11,800	New	+$596K	0.07%	292
2023 Q3	–	Sell	-11,875	Closed	-$611K	–	420
2023 Q2	$611K	Buy	+11,875	New	+$598K	0.19%	115

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

Kingswood Wealth Advisors's AOR Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.84% in Q2 2026, buying an estimated $22.7K and bringing the position to 40,074 shares worth $2.79M. The position accounts for 0.11% of the portfolio, ranked #204.

Kingswood Wealth Advisors first reported a position in AOR in Q2 2023 and has held it in 11 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Kingswood Wealth Advisors held 40,074 shares of iShares Core 60/40 Balanced Allocation ETF worth $2.79M as of Q2 2026.
Kingswood Wealth Advisors bought 333 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $22.7K.
iShares Core 60/40 Balanced Allocation ETF made up 0.11% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #204 holding.
Kingswood Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2023 and has held it in 11 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.