Milestone Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Milestone Investment 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 Q2	$38.6K	Hold	555	–	–	0.01%	117
2026 Q1	$35.7K	Hold	555	–	–	0.01%	116
2025 Q4	$36.1K	Hold	555	–	–	0.01%	114
2025 Q3	$35.7K	Hold	555	–	–	0.01%	106
2025 Q2	$34.2K	Hold	555	–	–	0.01%	107
2025 Q1	$32K	Hold	555	–	–	0.01%	109
2024 Q4	$31.8K	Hold	555	–	–	0.01%	109
2024 Q3	$32.9K	Hold	555	–	–	0.01%	107
2024 Q2	$31.3K	Sell	555 -122	-18%	-$6.74K	0.01%	108
2024 Q1	$37.7K	Buy	677 +1	+0.1%	+$54	0.01%	103
2023 Q4	$36K	Sell	676 -12	-2%	-$606	0.01%	99
2023 Q3	$34K	Sell	688 -96	-12%	-$4.89K	0.01%	230
2023 Q2	$40.4K	Hold	784	–	–	0.01%	89
2023 Q1	$39.2K	Buy	784 +1	+0.1%	+$49	0.01%	223
2022 Q4	$36.9K	Buy	+783	New	+$36.8K	0.01%	87

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

Milestone Investment Advisors's AOR Position: Q2 2026 in Review

Milestone Investment Advisors held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 555 shares worth $38.6K. The position accounts for 0.01% of the portfolio, ranked #117.

Milestone Investment Advisors first reported a position in AOR in Q4 2022 and has held it in 15 quarters since. The position peaked at $40.4K in Q2 2023. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Milestone Investment Advisors held 555 shares of iShares Core 60/40 Balanced Allocation ETF worth $38.6K as of Q2 2026.
Milestone Investment Advisors left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Milestone Investment Advisors's portfolio in Q2 2026, its #117 holding.
Milestone Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 15 quarters since.
Milestone Investment Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $40.4K in Q2 2023.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.