Prosperity Consulting Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Prosperity Consulting Group’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	$5.24M	Buy	81,473 +5,105	+7%	+$337K	0.23%	80
2025 Q4	$4.96M	Buy	76,368 +7,816	+11%	+$507K	0.22%	82
2025 Q3	$4.41M	Buy	68,552 +4,876	+8%	+$305K	0.22%	85
2025 Q2	$3.92M	Buy	63,676 +9,763	+18%	+$570K	0.29%	82
2025 Q1	$3.1M	Buy	53,913 +5,334	+11%	+$310K	0.24%	100
2024 Q4	$2.78M	Buy	48,579 +3,147	+7%	+$184K	0.21%	110
2024 Q3	$2.69M	Buy	45,432 +6,148	+16%	+$353K	0.21%	113
2024 Q2	$2.21M	Buy	39,284 +3,232	+9%	+$179K	0.3%	89
2024 Q1	$2.01M	Buy	36,052 +15,812	+78%	+$853K	0.25%	101
2023 Q4	$1.08M	Buy	+20,240	New	+$1.02M	0.36%	60

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

Prosperity Consulting Group's AOR Position: Q1 2026 in Review

Prosperity Consulting Group increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 6.7% in Q1 2026, buying an estimated $337K and bringing the position to 81,473 shares worth $5.24M. The position accounts for 0.23% of the portfolio, ranked #80.

Prosperity Consulting Group first reported a position in AOR in Q4 2023 and has held it in 10 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Prosperity Consulting Group held 81,473 shares of iShares Core 60/40 Balanced Allocation ETF worth $5.24M as of Q1 2026.
Prosperity Consulting Group bought 5,105 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $337K.
iShares Core 60/40 Balanced Allocation ETF made up 0.23% of Prosperity Consulting Group's portfolio in Q1 2026, its #80 holding.
Prosperity Consulting Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and has held it in 10 quarters since.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.