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 Q2	$223K	Sell	3,205 -77	-2%	-$5.24K	0.05%	168
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 $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

PCG Wealth Advisors's AOR Position: Q2 2026 in Review

PCG Wealth Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 2.3% in Q2 2026, selling an estimated $5.24K and leaving 3,205 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #168.

PCG Wealth Advisors first reported a position in AOR in Q4 2021 and has held it in 10 quarters since. The position peaked at $780K in Q3 2022. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

PCG Wealth Advisors held 3,205 shares of iShares Core 60/40 Balanced Allocation ETF worth $223K as of Q2 2026.
PCG Wealth Advisors sold 77 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $5.24K.
iShares Core 60/40 Balanced Allocation ETF made up 0.05% of PCG Wealth Advisors's portfolio in Q2 2026, its #168 holding.
PCG Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and has held it in 10 quarters since.
PCG Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $780K in Q3 2022.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.