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 Q2	$11M	Sell	157,991 -18,483	-10%	-$1.26M	7.4%	4
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 $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 $343M AUM 29.82% 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

Phil A. Younker & Associates's AOR Position: Q2 2026 in Review

Phil A. Younker & Associates reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 10% in Q2 2026, selling an estimated $1.26M and leaving 157,991 shares worth $11M. The position accounts for 7.4% of the portfolio, ranked #4.

Phil A. Younker & Associates first reported a position in AOR in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.5M in Q4 2025. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Phil A. Younker & Associates held 157,991 shares of iShares Core 60/40 Balanced Allocation ETF worth $11M as of Q2 2026.
Phil A. Younker & Associates sold 18,483 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.26M.
iShares Core 60/40 Balanced Allocation ETF made up 7.4% of Phil A. Younker & Associates's portfolio in Q2 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 7 quarters since.
Phil A. Younker & Associates's iShares Core 60/40 Balanced Allocation ETF position peaked at $11.5M in Q4 2025.
453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.