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

Milestone 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	$1.3M	Buy	18,722 +839	+5%	+$57.1K	0.2%	113
2026 Q1	$1.15M	Sell	17,883 -149	-0.8%	-$9.82K	0.21%	104
2025 Q4	$1.17M	Buy	18,032 +627	+4%	+$40.7K	0.22%	87
2025 Q3	$1.12M	Buy	17,405 +717	+4%	+$44.8K	0.21%	78
2025 Q2	$1.03M	Buy	16,688 +609	+4%	+$35.6K	0.22%	83
2025 Q1	$926K	Buy	16,079 +1,669	+12%	+$97.1K	0.2%	97
2024 Q4	$826K	Buy	14,410 +1,256	+10%	+$73.5K	0.18%	123
2024 Q3	$779K	Buy	13,154 +3,553	+37%	+$204K	0.18%	106
2024 Q2	$541K	Buy	9,601 +383	+4%	+$21.2K	0.14%	126
2024 Q1	$513K	Buy	9,218 +3,613	+64%	+$195K	0.15%	106
2023 Q4	$298K	Buy	5,605 +823	+17%	+$41.5K	0.1%	57
2023 Q3	$235K	Buy	+4,782	New	+$243K	0.08%	73

Other funds holding AOR

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return