Mission Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Mission Wealth 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	$870K	Buy	12,518 +5,325	+74%	+$363K	0.01%	517
2026 Q1	$463K	Sell	7,193 -3,192	-31%	-$210K	0.01%	516
2025 Q4	$675K	Sell	10,385 -1,396	-12%	-$90.6K	0.01%	417
2025 Q3	$758K	Buy	+11,781	New	+$737K	0.02%	391
2024 Q2	–	Sell	-11,369	Closed	-$633K	–	677
2024 Q1	$633K	Buy	+11,369	New	+$613K	0.02%	376

Other funds holding AOR

WAM

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

BWP

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

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

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

AWM

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

FHC

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

Mission Wealth Management's AOR Position: Q2 2026 in Review

Mission Wealth Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 74% in Q2 2026, buying an estimated $363K and bringing the position to 12,518 shares worth $870K. The position accounts for 0.01% of the portfolio, ranked #517.

Mission Wealth Management first reported a position in AOR in Q1 2024 and has held it in 5 quarters since. 91 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Mission Wealth Management held 12,518 shares of iShares Core 60/40 Balanced Allocation ETF worth $870K as of Q2 2026.
Mission Wealth Management bought 5,325 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $363K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #517 holding.
Mission Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2024 and has held it in 5 quarters since.
91 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.