Lloyd Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Lloyd Advisory Services’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	$2.37K	Buy	+34	New	+$2.31K	﹤0.01%	493
2026 Q1	–	Sell	-34	Closed	-$2.2K	–	871
2025 Q4	$2.2K	Buy	+34	New	+$2.21K	﹤0.01%	447
2022 Q2	–	Sell	-31	Closed	-$2K	–	93
2022 Q1	$2K	Sell	31 -155	-83%	-$8.44K	﹤0.01%	506
2021 Q4	$11K	Sell	186 -5,603	-97%	-$318K	0.01%	318
2021 Q3	$321K	Buy	5,789 +5,626	+3,452%	+$317K	0.17%	50
2021 Q2	$9K	Sell	163 -2,793	-94%	-$154K	﹤0.01%	284
2021 Q1	$158K	Buy	2,956 +2,823	+2,123%	+$150K	0.09%	80
2020 Q4	$7K	Buy	133 +31	+30%	+$1.56K	﹤0.01%	216
2020 Q3	$5K	Buy	102 +13	+15%	+$627	﹤0.01%	220
2020 Q2	$4K	Buy	89 +16	+22%	+$711	﹤0.01%	218
2020 Q1	$3K	Buy	+73	New	+$3.35K	﹤0.01%	193

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

Lloyd Advisory Services's AOR Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 34 shares worth $2.37K. The stake represents ﹤0.01% of the portfolio and ranks #493 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in AOR as recently as Q4 2025.

Lloyd Advisory Services first reported a position in AOR in Q1 2020 and has held it in 11 quarters since. The position peaked at $321K in Q3 2021. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Lloyd Advisory Services held 34 shares of iShares Core 60/40 Balanced Allocation ETF worth $2.37K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Lloyd Advisory Services position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #493 holding.
Lloyd Advisory Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2020 and has held it in 11 quarters since.
Lloyd Advisory Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $321K in Q3 2021.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.