Phil A. Younker & Associates’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Phil A. Younker & Associates’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	$11.4M	Sell	176,474 -1,073	-0.6%	-$70.7K	7.57%	4
2025 Q4	$11.5M	Buy	177,547 +45,174	+34%	+$2.93M	8.05%	3
2025 Q3	$8.52M	Buy	132,373 +14,726	+13%	+$921K	6.53%	6
2025 Q2	$7.24M	Sell	117,647 -1,421	-1%	-$83K	7.14%	5
2025 Q1	$6.85M	Sell	119,068 -2,043	-2%	-$119K	6.75%	5
2024 Q4	$6.94M	Buy	+121,111	New	+$7.09M	6.94%	5

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

Phil A. Younker & Associates's AOR Position: Q1 2026 in Review

Phil A. Younker & Associates reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.6% in Q1 2026, selling an estimated $70.7K and leaving 176,474 shares worth $11.4M. The position accounts for 7.57% of the portfolio, ranked #4.

Phil A. Younker & Associates first reported a position in AOR in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.5M in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Phil A. Younker & Associates held 176,474 shares of iShares Core 60/40 Balanced Allocation ETF worth $11.4M as of Q1 2026.
Phil A. Younker & Associates sold 1,073 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $70.7K.
iShares Core 60/40 Balanced Allocation ETF made up 7.57% of Phil A. Younker & Associates's portfolio in Q1 2026, its #4 holding.
Phil A. Younker & Associates first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 6 quarters since.
Phil A. Younker & Associates's iShares Core 60/40 Balanced Allocation ETF position peaked at $11.5M in Q4 2025.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Phil A. Younker & Associates's 13F filing for Q1 2026, filed 17 Apr 2026.