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Pinnacle Wealth Planning Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Pinnacle Wealth Planning Services’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 		$16.7K Hold
240
– – ﹤0.01% 1859
2026
Q1 		$15.4K Sell
240
-4,584
-95% -$302K ﹤0.01% 1817
2025
Q4 		$314K Hold
4,824
– – 0.03% 311
2025
Q3 		$311K Buy
+4,824
New +$302K 0.04% 305
2021
Q1 		– Sell
-288
Closed -$15K – 433
2020
Q4 		$15K Buy
+288
New +$14.5K ﹤0.01% 1255

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
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

Pinnacle Wealth Planning Services's AOR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 240 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Pinnacle Wealth Planning Services first reported a position in AOR in Q4 2020 and has held it in 5 quarters since. The position peaked at $314K in Q4 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 240 shares of iShares Core 60/40 Balanced Allocation ETF worth $16.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1859 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $314K in Q4 2025.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.