N.E.W. Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

N.E.W. Advisory Services’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	$36.2K	Hold	520	–	–	﹤0.01%	430
2026 Q1	$33.5K	Sell	520 -112	-18%	-$7.38K	﹤0.01%	420
2025 Q4	$41.1K	Buy	632 +14	+2%	+$908	﹤0.01%	382
2025 Q3	$39.8K	Hold	618	–	–	﹤0.01%	351
2025 Q2	$38.1K	Hold	618	–	–	﹤0.01%	348
2025 Q1	$35.6K	Buy	+618	New	+$36K	﹤0.01%	408
2019 Q4	$226K	Buy	+4,739	New	+$222K	0.07%	80

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

N.E.W. Advisory Services's AOR Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 520 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

N.E.W. Advisory Services first reported a position in AOR in Q4 2019 and has held it in 7 quarters since. The position peaked at $226K in Q4 2019. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

N.E.W. Advisory Services held 520 shares of iShares Core 60/40 Balanced Allocation ETF worth $36.2K as of Q2 2026.
N.E.W. Advisory Services left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #430 holding.
N.E.W. Advisory Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 7 quarters since.
N.E.W. Advisory Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $226K in Q4 2019.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.