PCS
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Private Client Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Private Client 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 		$274K Buy
3,944
+181
+5% +$12.3K 0.07% 188
2026
Q1 		$242K Buy
+3,763
New +$248K 0.07% 183

Other funds holding AOR

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FHC
Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Private Client Services's AOR Position: Q2 2026 in Review

Private Client Services increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 4.8% in Q2 2026, buying an estimated $12.3K and bringing the position to 3,944 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #188.

Private Client Services first reported a position in AOR in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Private Client Services held 3,944 shares of iShares Core 60/40 Balanced Allocation ETF worth $274K as of Q2 2026.
  • Private Client Services bought 181 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $12.3K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.07% of Private Client Services's portfolio in Q2 2026, its #188 holding.
  • Private Client Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.