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 Q2	$6.08M	Buy	87,427 +5,954	+7%	+$405K	0.23%	82
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 $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

Prosperity Consulting Group's AOR Position: Q2 2026 in Review

Prosperity Consulting Group increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 7.3% in Q2 2026, buying an estimated $405K and bringing the position to 87,427 shares worth $6.08M. The position accounts for 0.23% of the portfolio, ranked #82.

Prosperity Consulting Group first reported a position in AOR in Q4 2023 and has held it in 11 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Prosperity Consulting Group held 87,427 shares of iShares Core 60/40 Balanced Allocation ETF worth $6.08M as of Q2 2026.
Prosperity Consulting Group bought 5,954 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $405K.
iShares Core 60/40 Balanced Allocation ETF made up 0.23% of Prosperity Consulting Group's portfolio in Q2 2026, its #82 holding.
Prosperity Consulting Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and has held it in 11 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.