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Koss-Olinger Consulting’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Koss-Olinger Consulting’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 		$336K Sell
4,839
-290
-6% -$19.8K 0.03% 119
2026
Q1 		$330K Hold
5,129
– – 0.03% 194
2025
Q4 		$333K Sell
5,129
-82
-2% -$5.32K 0.03% 210
2025
Q3 		$321K Hold
5,211
– – 0.03% 258
2025
Q2 		$321K Sell
5,211
-657
-11% -$38.4K 0.03% 259
2025
Q1 		$338K Buy
+5,868
New +$342K 0.03% 246
2024
Q4 		– Sell
-5,923
Closed -$351K – 193
2024
Q3 		$351K Sell
5,923
-2
-0% -$115 0.03% 207
2024
Q2 		$334K Buy
+5,925
New +$327K 0.03% 199
2024
Q1 		– Sell
-5,971
Closed -$318K – 58
2023
Q4 		$318K Hold
5,971
– – 0.03% 231
2023
Q3 		$295K Hold
5,971
– – 0.04% 191
2023
Q2 		$307K Sell
5,971
-44
-0.7% -$2.21K 0.04% 182
2023
Q1 		$301K Hold
6,015
– – 0.04% 176
2022
Q4 		$284K Sell
6,015
-423
-7% -$19.9K 0.04% 163
2022
Q3 		$288K Sell
6,438
-2
-0% -$97 0.05% 159
2022
Q2 		$309K Sell
6,440
-49
-0.8% -$2.47K 0.06% 127
2022
Q1 		$350K Sell
6,489
-839
-11% -$45.7K 0.06% 136
2021
Q4 		$418K Hold
7,328
– – 0.06% 127
2021
Q3 		$406K Sell
7,328
-4
-0.1% -$226 0.07% 137
2021
Q2 		$411K Sell
7,332
-36
-0.5% -$1.99K 0.06% 158
2021
Q1 		$395K Buy
+7,368
New +$392K 0.07% 152

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

Koss-Olinger Consulting's AOR Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 5.7% in Q2 2026, selling an estimated $19.8K and leaving 4,839 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #119.

Koss-Olinger Consulting first reported a position in AOR in Q1 2021 and has held it in 20 quarters since. The position peaked at $418K in Q4 2021. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Koss-Olinger Consulting held 4,839 shares of iShares Core 60/40 Balanced Allocation ETF worth $336K as of Q2 2026.
  • Koss-Olinger Consulting sold 290 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $19.8K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.03% of Koss-Olinger Consulting's portfolio in Q2 2026, its #119 holding.
  • Koss-Olinger Consulting first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2021 and has held it in 20 quarters since.
  • Koss-Olinger Consulting's iShares Core 60/40 Balanced Allocation ETF position peaked at $418K in Q4 2021.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.