MGO One Seven’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

MGO One Seven’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	$202K	Buy	+2,900	New	+$197K	﹤0.01%	1482
2025 Q3	–	Sell	-3,284	Closed	-$202K	–	1330
2025 Q2	$202K	Buy	+3,284	New	+$192K	0.01%	1134
2022 Q4	–	Sell	-1,481	Closed	-$344K	–	742
2022 Q3	$344K	Buy	+1,481	New	+$71.7K	0.01%	493

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

MGO One Seven's AOR Position: Q2 2026 in Review

MGO One Seven opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 2,900 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1482 among its holdings. This is a return to the name: MGO One Seven previously reported a position in AOR as recently as Q2 2025.

MGO One Seven first reported a position in AOR in Q3 2022 and has held it in 3 quarters since. The position peaked at $344K in Q3 2022. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

MGO One Seven held 2,900 shares of iShares Core 60/40 Balanced Allocation ETF worth $202K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new MGO One Seven position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of MGO One Seven's portfolio in Q2 2026, its #1482 holding.
MGO One Seven first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2022 and has held it in 3 quarters since.
MGO One Seven's iShares Core 60/40 Balanced Allocation ETF position peaked at $344K in Q3 2022.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.