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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
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
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $189M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

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

Mosley Wealth Management reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 8.8% in Q2 2026, selling an estimated $21.4K and leaving 3,253 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #145.

Mosley Wealth Management first reported a position in AOR in Q2 2024 and has held it in 4 quarters since. The position peaked at $231K in Q4 2025. 292 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Mosley Wealth Management held 3,253 shares of iShares Core 60/40 Balanced Allocation ETF worth $226K as of Q2 2026.
  • Mosley Wealth Management sold 314 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $21.4K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.07% of Mosley Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Mosley Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2024 and has held it in 4 quarters since.
  • Mosley Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $231K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.