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

Medallion 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 Q1	$490K	Hold	7,620	–	–	0.16%	132
2025 Q4	$495K	Buy	7,620 +3	+0%	+$195	0.17%	127
2025 Q3	$490K	Buy	7,617 +3,055	+67%	+$191K	0.17%	125
2025 Q2	$281K	Buy	4,562 +1	+0%	+$58	0.11%	182
2025 Q1	$263K	Hold	4,561	–	–	0.12%	169
2024 Q4	$263K	Buy	+4,561	New	+$267K	0.13%	157

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

Medallion Wealth Advisors's AOR Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q1 2026 at 7,620 shares worth $490K. The position accounts for 0.16% of the portfolio, ranked #132.

Medallion Wealth Advisors first reported a position in AOR in Q4 2024 and has held it in 6 quarters since. The position peaked at $495K in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Medallion Wealth Advisors held 7,620 shares of iShares Core 60/40 Balanced Allocation ETF worth $490K as of Q1 2026.
Medallion Wealth Advisors left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q1 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.16% of Medallion Wealth Advisors's portfolio in Q1 2026, its #132 holding.
Medallion Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $495K in Q4 2025.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.