Moss Adams Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Moss Adams Wealth Advisors’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	$1.79M	Sell	25,712 -627	-2%	-$42.7K	0.11%	66
2026 Q1	$1.69M	Buy	26,339 +3,530	+15%	+$233K	0.12%	56
2025 Q4	$1.48M	Buy	22,809 +639	+3%	+$41.5K	0.11%	58
2025 Q3	$1.43M	Buy	22,170 +5,717	+35%	+$358K	0.11%	59
2025 Q2	$1.01M	Buy	16,453 +636	+4%	+$37.1K	0.09%	76
2025 Q1	$911K	Buy	15,817 +4,661	+42%	+$271K	0.1%	71
2024 Q4	$639K	Buy	11,156 +158	+1%	+$9.25K	0.07%	87
2024 Q3	$652K	Buy	10,998 +277	+3%	+$15.9K	0.07%	80
2024 Q2	$604K	Buy	10,721 +2	+0%	+$111	0.08%	72
2024 Q1	$597K	Buy	10,719 +5,443	+103%	+$294K	0.1%	65
2023 Q4	$281K	Buy	5,276 +852	+19%	+$43K	0.06%	92
2023 Q3	$219K	Buy	+4,424	New	+$225K	0.07%	91

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CWA

Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

Moss Adams Wealth Advisors's AOR Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 2.4% in Q2 2026, selling an estimated $42.7K and leaving 25,712 shares worth $1.79M. The position accounts for 0.11% of the portfolio, ranked #66.

Moss Adams Wealth Advisors first reported a position in AOR in Q3 2023 and has held it in 12 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Moss Adams Wealth Advisors held 25,712 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.79M as of Q2 2026.
Moss Adams Wealth Advisors sold 627 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $42.7K.
iShares Core 60/40 Balanced Allocation ETF made up 0.11% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Moss Adams Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2023 and has held it in 12 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.