Plotkin Financial Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Plotkin Financial 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	$215K	Buy	+3,097	New	+$211K	0.09%	106
2026 Q1	–	Sell	-3,097	Closed	-$201K	–	101
2025 Q4	$201K	Hold	3,097	–	–	0.1%	101
2025 Q3	$199K	Buy	+3,097	New	+$194K	0.1%	103

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

Plotkin Financial Advisors's AOR Position: Q2 2026 in Review

Plotkin Financial Advisors opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 3,097 shares worth $215K. The stake represents 0.09% of the portfolio and ranks #106 among its holdings. This is a return to the name: Plotkin Financial Advisors previously reported a position in AOR as recently as Q4 2025.

Plotkin Financial Advisors first reported a position in AOR in Q3 2025 and has held it in 3 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Plotkin Financial Advisors held 3,097 shares of iShares Core 60/40 Balanced Allocation ETF worth $215K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Plotkin Financial Advisors position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.09% of Plotkin Financial Advisors's portfolio in Q2 2026, its #106 holding.
Plotkin Financial Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2025 and has held it in 3 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.