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New England Private Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

New England Private 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 		$804K Buy
11,818
+97
+0.8% +$6.61K 0.08% 120
2026
Q1 		$754K Hold
11,721
– – 0.09% 115
2025
Q4 		$762K Buy
11,721
+111
+1% +$7.2K 0.09% 106
2025
Q3 		$747K Hold
11,610
– – 0.1% 106
2025
Q2 		$715K Buy
11,610
+92
+0.8% +$5.37K 0.1% 97
2025
Q1 		$663K Sell
11,518
-181
-2% -$10.5K 0.1% 94
2024
Q4 		$671K Buy
11,699
+295
+3% +$17.3K 0.11% 95
2024
Q3 		$676K Buy
11,404
+55
+0.5% +$3.15K 0.11% 89
2024
Q2 		$639K Buy
11,349
+30
+0.3% +$1.66K 0.11% 87
2024
Q1 		$628K Buy
11,319
+3,472
+44% +$187K 0.11% 88
2023
Q4 		$417K Sell
7,847
-3,363
-30% -$170K 0.08% 96
2023
Q3 		$564K Buy
+11,210
New +$571K 0.12% 81
2023
Q2 		– Sell
-5,365
Closed -$268K – 113
2023
Q1 		$268K Hold
5,365
– – 0.05% 96
2022
Q4 		$253K Buy
+5,365
New +$252K 0.05% 95

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
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

New England Private Wealth Advisors's AOR Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.83% in Q2 2026, buying an estimated $6.61K and bringing the position to 11,818 shares worth $804K. The position accounts for 0.08% of the portfolio, ranked #120.

New England Private Wealth Advisors first reported a position in AOR in Q4 2022 and has held it in 14 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • New England Private Wealth Advisors held 11,818 shares of iShares Core 60/40 Balanced Allocation ETF worth $804K as of Q2 2026.
  • New England Private Wealth Advisors bought 97 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $6.61K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.08% of New England Private Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • New England Private Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 14 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.