MJT & Associates Financial Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

MJT & Associates Financial Advisory’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	–	Sell	-29	Closed	-$1.87K	–	468
2026 Q1	$1.87K	Hold	29	–	–	﹤0.01%	378
2025 Q4	$1.89K	Hold	29	–	–	﹤0.01%	389
2025 Q3	$1.87K	Hold	29	–	–	﹤0.01%	397
2025 Q2	$1.79K	Hold	29	–	–	﹤0.01%	403
2025 Q1	$1.67K	Buy	+29	New	+$1.69K	﹤0.01%	412

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

MJT & Associates Financial Advisory's AOR Position: Q2 2026 in Review

MJT & Associates Financial Advisory sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026, closing a stake of 29 shares — an estimated $1.87K sold.

MJT & Associates Financial Advisory first reported a position in AOR in Q1 2025 and held it in 5 quarters. The position peaked at $1.89K in Q4 2025. 86 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

MJT & Associates Financial Advisory reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2026 after selling out during the quarter.
MJT & Associates Financial Advisory sold 29 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.87K.
MJT & Associates Financial Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2025 and held it in 5 quarters.
MJT & Associates Financial Advisory's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.89K in Q4 2025.
86 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.