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

PCG 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 Q1	$211K	Hold	3,282	–	–	0.05%	158
2025 Q4	$213K	Sell	3,282 -178	-5%	-$11.6K	0.06%	147
2025 Q3	$223K	Buy	+3,460	New	+$216K	0.06%	140
2023 Q2	–	Sell	-4,232	Closed	-$212K	–	111
2023 Q1	$212K	Sell	4,232 -534	-11%	-$26.3K	0.13%	99
2022 Q4	$225K	Sell	4,766 -12,641	-73%	-$595K	0.14%	93
2022 Q3	$780K	Buy	17,407 +8,754	+101%	+$424K	0.28%	60
2022 Q2	$415K	Buy	8,653 +18	+0.2%	+$906	0.3%	56
2022 Q1	$466K	Sell	8,635 -1,011	-10%	-$55K	0.3%	51
2021 Q4	$551K	Buy	+9,646	New	+$547K	0.38%	46

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

PCG Wealth Advisors's AOR Position: Q1 2026 in Review

PCG Wealth Advisors held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q1 2026 at 3,282 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #158.

PCG Wealth Advisors first reported a position in AOR in Q4 2021 and has held it in 9 quarters since. The position peaked at $780K in Q3 2022. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

PCG Wealth Advisors held 3,282 shares of iShares Core 60/40 Balanced Allocation ETF worth $211K as of Q1 2026.
PCG Wealth Advisors left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q1 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.05% of PCG Wealth Advisors's portfolio in Q1 2026, its #158 holding.
PCG Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and has held it in 9 quarters since.
PCG Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $780K in Q3 2022.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on PCG Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.