Lodestar Private Asset Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Lodestar Private Asset 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	$9.61M	Buy	138,313 +12,013	+10%	+$818K	0.83%	34
2026 Q1	$8.13M	Buy	126,300 +17,110	+16%	+$1.13M	0.8%	37
2025 Q4	$7.1M	Buy	109,190 +8,127	+8%	+$527K	0.71%	40
2025 Q3	$6.51M	Buy	101,063 +12,163	+14%	+$761K	0.68%	42
2025 Q2	$5.47M	Buy	88,900 +12,614	+17%	+$737K	0.63%	43
2025 Q1	$4.39M	Buy	76,286 +5,554	+8%	+$323K	0.55%	45
2024 Q4	$4.05M	Buy	70,732 +1,885	+3%	+$110K	0.51%	47
2024 Q3	$4.08M	Buy	68,847 +750	+1%	+$43K	0.52%	46
2024 Q2	$3.84M	Buy	68,097 +1,998	+3%	+$110K	0.53%	46
2024 Q1	$3.68M	Buy	66,099 +2,922	+5%	+$158K	0.53%	49
2023 Q4	$3.36M	Buy	63,177 +7,210	+13%	+$364K	0.52%	49
2023 Q3	$2.77M	Buy	55,967 +4,620	+9%	+$235K	0.47%	53
2023 Q2	$2.64M	Buy	51,347 +970	+2%	+$48.8K	0.44%	55
2023 Q1	$2.52M	Buy	50,377 +5,605	+13%	+$276K	0.45%	55
2022 Q4	$2.11M	Buy	+44,772	New	+$2.11M	0.4%	56

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

Lodestar Private Asset Management's AOR Position: Q2 2026 in Review

Lodestar Private Asset Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 9.5% in Q2 2026, buying an estimated $818K and bringing the position to 138,313 shares worth $9.61M. The position accounts for 0.83% of the portfolio, ranked #34.

Lodestar Private Asset Management first reported a position in AOR in Q4 2022 and has held it in 15 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Lodestar Private Asset Management held 138,313 shares of iShares Core 60/40 Balanced Allocation ETF worth $9.61M as of Q2 2026.
Lodestar Private Asset Management bought 12,013 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $818K.
iShares Core 60/40 Balanced Allocation ETF made up 0.83% of Lodestar Private Asset Management's portfolio in Q2 2026, its #34 holding.
Lodestar Private Asset Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 15 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.