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

Pure 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 		$806K Buy
11,596
+16
+0.1% +$1.09K 0.01% 274
2026
Q1 		$745K Sell
11,580
-1,042
-8% -$68.7K 0.01% 258
2025
Q4 		$821K Buy
12,622
+182
+1% +$11.8K 0.01% 238
2025
Q3 		$801K Buy
12,440
+30
+0.2% +$1.88K 0.01% 237
2025
Q2 		$764K Buy
12,410
+104
+0.8% +$6.07K 0.01% 234
2025
Q1 		$708K Buy
+12,306
New +$716K 0.01% 203

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

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

Pure Financial Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.14% in Q2 2026, buying an estimated $1.09K and bringing the position to 11,596 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #274.

Pure Financial Advisors first reported a position in AOR in Q1 2025 and has held it in 6 quarters since. The position peaked at $821K in Q4 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Pure Financial Advisors held 11,596 shares of iShares Core 60/40 Balanced Allocation ETF worth $806K as of Q2 2026.
  • Pure Financial Advisors bought 16 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.09K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #274 holding.
  • Pure Financial Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2025 and has held it in 6 quarters since.
  • Pure Financial Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $821K in Q4 2025.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.