Paladin Advisory Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Paladin Advisory Group’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	$10.3K	Buy	148 +7	+5%	+$477	0.01%	208
2026 Q1	$9.07K	Buy	141 +1	+0.7%	+$66	0.01%	206
2025 Q4	$9.1K	Buy	140 +1	+0.7%	+$65	0.01%	208
2025 Q3	$8.95K	Hold	139	–	–	0.01%	202
2025 Q2	$8.56K	Hold	139	–	–	0.01%	202
2025 Q1	$8K	Hold	139	–	–	0.01%	204
2024 Q4	$7.97K	Buy	139 +1	+0.7%	+$59	0.01%	208
2024 Q3	$8.18K	Buy	+138	New	+$7.91K	0.01%	205
2022 Q2	–	Sell	-17	Closed	-$856	–	298
2022 Q1	$0	Buy	+17	New	+$926	﹤0.01%	295

Other funds holding AOR

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Paladin Advisory Group's AOR Position: Q2 2026 in Review

Paladin Advisory Group increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 5% in Q2 2026, buying an estimated $477 and bringing the position to 148 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #208.

Paladin Advisory Group first reported a position in AOR in Q1 2022 and has held it in 9 quarters since. 206 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Paladin Advisory Group held 148 shares of iShares Core 60/40 Balanced Allocation ETF worth $10.3K as of Q2 2026.
Paladin Advisory Group bought 7 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $477.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Paladin Advisory Group's portfolio in Q2 2026, its #208 holding.
Paladin Advisory Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2022 and has held it in 9 quarters since.
206 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.