Millstone Evans Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Millstone Evans Group’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	$293K	Buy	4,217 +289	+7%	+$19.7K	0.16%	105
2026 Q1	$253K	Hold	3,928	–	–	0.15%	115
2025 Q4	$255K	Buy	3,928 +7	+0.2%	+$454	0.15%	114
2025 Q3	$252K	Buy	3,921 +80	+2%	+$5K	0.16%	103
2025 Q2	$236K	Hold	3,841	–	–	0.16%	108
2025 Q1	$221K	Sell	3,841 -60	-2%	-$3.49K	0.15%	109
2024 Q4	$224K	Buy	+3,901	New	+$228K	0.15%	108

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

Millstone Evans Group's AOR Position: Q2 2026 in Review

Millstone Evans Group increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 7.4% in Q2 2026, buying an estimated $19.7K and bringing the position to 4,217 shares worth $293K. The position accounts for 0.16% of the portfolio, ranked #105.

Millstone Evans Group first reported a position in AOR in Q4 2024 and has held it in 7 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Millstone Evans Group held 4,217 shares of iShares Core 60/40 Balanced Allocation ETF worth $293K as of Q2 2026.
Millstone Evans Group bought 289 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $19.7K.
iShares Core 60/40 Balanced Allocation ETF made up 0.16% of Millstone Evans Group's portfolio in Q2 2026, its #105 holding.
Millstone Evans Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 7 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.