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Morton Brown Family Wealth’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Morton Brown Family Wealth’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 		$450K Buy
6,481
+17
+0.3% +$1.16K 0.1% 41
2026
Q1 		$416K Buy
6,464
+8
+0.1% +$527 0.11% 38
2025
Q4 		$420K Buy
6,456
+18
+0.3% +$1.17K 0.11% 38
2025
Q3 		$414K Buy
6,438
+33
+0.5% +$2.06K 0.12% 37
2025
Q2 		$394K Buy
6,405
+47
+0.7% +$2.75K 0.12% 39
2025
Q1 		$366K Sell
6,358
-107
-2% -$6.23K 0.12% 38
2024
Q4 		$371K Sell
6,465
-6,277
-49% -$368K 0.13% 41
2024
Q3 		$755K Buy
12,742
+56
+0.4% +$3.21K 0.27% 32
2024
Q2 		$722K Buy
12,686
+65
+0.5% +$3.59K 0.29% 31
2024
Q1 		$703K Sell
12,621
-304
-2% -$16.4K 0.29% 29
2023
Q4 		$687K Sell
12,925
-250
-2% -$12.6K 0.3% 31
2023
Q3 		$651K Sell
13,175
-1,332
-9% -$67.8K 0.33% 29
2023
Q2 		$746K Sell
14,507
-554
-4% -$27.9K 0.4% 27
2023
Q1 		$754K Buy
15,061
+68
+0.5% +$3.35K 0.45% 28
2022
Q4 		$707K Buy
14,993
+69
+0.5% +$3.25K 0.48% 27
2022
Q3 		$668K Hold
14,924
– – 0.53% 24
2022
Q2 		$716K Sell
14,924
-177
-1% -$8.91K 0.55% 23
2022
Q1 		$815K Sell
15,101
-7,183
-32% -$391K 0.62% 24
2021
Q4 		$1.27M Buy
+22,284
New +$1.26M 0.97% 17

Other funds holding AOR

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AL
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
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 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
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Morton Brown Family Wealth's AOR Position: Q2 2026 in Review

Morton Brown Family Wealth increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.26% in Q2 2026, buying an estimated $1.16K and bringing the position to 6,481 shares worth $450K. The position accounts for 0.1% of the portfolio, ranked #41.

Morton Brown Family Wealth first reported a position in AOR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.27M in Q4 2021. 136 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Morton Brown Family Wealth held 6,481 shares of iShares Core 60/40 Balanced Allocation ETF worth $450K as of Q2 2026.
  • Morton Brown Family Wealth bought 17 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.16K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.1% of Morton Brown Family Wealth's portfolio in Q2 2026, its #41 holding.
  • Morton Brown Family Wealth first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.27M in Q4 2021.
  • 136 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.