MAM
AOR icon

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 0.17% 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
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

Milestone Asset Management's AOR Position: Q2 2026 in Review

Milestone Asset Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 4.7% in Q2 2026, buying an estimated $57.1K and bringing the position to 18,722 shares worth $1.3M. The position accounts for 0.2% of the portfolio, ranked #113.

Milestone Asset Management first reported a position in AOR in Q3 2023 and has held it in 12 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Milestone Asset Management held 18,722 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.3M as of Q2 2026.
  • Milestone Asset Management bought 839 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $57.1K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.2% of Milestone Asset Management's portfolio in Q2 2026, its #113 holding.
  • Milestone Asset Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2023 and has held it in 12 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.