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

Mosley 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 Q3	$233K	Buy	3,392 +139	+4%	+$9.6K	0.07%	154
2026 Q2	$226K	Sell	3,253 -314	-9%	-$21.4K	0.07%	145
2026 Q1	$230K	Sell	3,567 -2	-0.1%	-$132	0.1%	142
2025 Q4	$231K	Buy	+3,569	New	+$232K	0.11%	147
2024 Q3	–	Sell	-3,615	Closed	-$204K	–	115
2024 Q2	$204K	Buy	+3,615	New	+$200K	0.17%	96

Other funds holding AOR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Mosley Wealth Management's AOR Position: Q3 2026 in Review

Mosley Wealth Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 4.3% in Q3 2026, buying an estimated $9.6K and bringing the position to 3,392 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #154.

Mosley Wealth Management first reported a position in AOR in Q2 2024 and has held it in 5 quarters since. 358 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

Mosley Wealth Management held 3,392 shares of iShares Core 60/40 Balanced Allocation ETF worth $233K as of Q3 2026.
Mosley Wealth Management bought 139 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $9.6K.
iShares Core 60/40 Balanced Allocation ETF made up 0.07% of Mosley Wealth Management's portfolio in Q3 2026, its #154 holding.
Mosley Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2024 and has held it in 5 quarters since.
358 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.