Landmark Wealth Management (New York)’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Landmark Wealth Management (New York)’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	$225K	Buy	+3,495	New	+$230K	0.06%	143
2025 Q3	–	Sell	-3,993	Closed	-$246K	–	87
2025 Q2	$246K	Buy	3,993 +198	+5%	+$11.6K	0.1%	80
2025 Q1	$218K	Sell	3,795 -233	-6%	-$13.6K	0.1%	75
2024 Q4	$231K	Buy	4,028 +16	+0.4%	+$937	0.1%	74
2024 Q3	$238K	Buy	+4,012	New	+$230K	0.1%	73
2024 Q2	–	Sell	-4,322	Closed	-$241K	–	51
2024 Q1	$241K	Sell	4,322 -1,221	-22%	-$65.8K	0.11%	70
2023 Q4	$295K	Sell	5,543 -16	-0.3%	-$808	0.15%	61
2023 Q3	$275K	Buy	+5,559	New	+$283K	0.16%	60
2023 Q2	–	Sell	-5,209	Closed	-$261K	–	44
2023 Q1	$261K	Buy	+5,209	New	+$256K	0.15%	66
2022 Q2	–	Sell	-11,826	Closed	-$325K	–	51
2022 Q1	$325K	Buy	+11,826	New	+$644K	0.17%	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

Landmark Wealth Management (New York)'s AOR Position: Q1 2026 in Review

Landmark Wealth Management (New York) opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026: 3,495 shares worth $225K. The stake represents 0.06% of the portfolio and ranks #143 among its holdings. This is a return to the name: Landmark Wealth Management (New York) previously reported a position in AOR as recently as Q2 2025.

Landmark Wealth Management (New York) first reported a position in AOR in Q1 2022 and has held it in 10 quarters since. The position peaked at $325K in Q1 2022. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Landmark Wealth Management (New York) held 3,495 shares of iShares Core 60/40 Balanced Allocation ETF worth $225K as of Q1 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Landmark Wealth Management (New York) position in Q1 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.06% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #143 holding.
Landmark Wealth Management (New York) first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2022 and has held it in 10 quarters since.
Landmark Wealth Management (New York)'s iShares Core 60/40 Balanced Allocation ETF position peaked at $325K in Q1 2022.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.