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

Old North State 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	$325K	Buy	+4,668	New	+$318K	0.14%	94

Other funds holding AOR

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

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

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Old North State Wealth Management's AOR Position: Q2 2026 in Review

Old North State Wealth Management opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 4,668 shares worth $325K. The stake represents 0.14% of the portfolio and ranks #94 among its holdings.

88 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Old North State Wealth Management held 4,668 shares of iShares Core 60/40 Balanced Allocation ETF worth $325K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Old North State Wealth Management position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.14% of Old North State Wealth Management's portfolio in Q2 2026, its #94 holding.
88 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.