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RWA Wealth Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

RWA Wealth Partners’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 		$5.69M Buy
81,939
+24,377
+42% +$1.66M 0.05% 162
2026
Q1 		$3.7M Sell
57,562
-1,325
-2% -$87.3K 0.04% 198
2025
Q4 		$3.83M Buy
58,887
+532
+0.9% +$34.5K 0.04% 194
2025
Q3 		$3.76M Sell
58,355
-1,413
-2% -$88.4K 0.04% 199
2025
Q2 		$3.68M Sell
59,768
-1,660
-3% -$97K 0.05% 190
2025
Q1 		$3.54M Sell
61,428
-279
-0.5% -$16.2K 0.04% 183
2024
Q4 		$3.54M Buy
61,707
+1,836
+3% +$108K 0.04% 192
2024
Q3 		$3.55M Buy
59,871
+515
+0.9% +$29.5K 0.04% 193
2024
Q2 		$3.34M Buy
59,356
+9,800
+20% +$542K 0.04% 184
2024
Q1 		$2.76M Sell
49,556
-1,060
-2% -$57.2K 0.04% 203
2023
Q4 		$2.69M Buy
50,616
+39,666
+362% +$2M 0.04% 196
2023
Q3 		$541K Buy
10,950
+1,463
+15% +$74.5K 0.01% 249
2023
Q2 		$488K Sell
9,487
-788
-8% -$39.7K 0.01% 230
2023
Q1 		$514K Buy
10,275
+1,379
+16% +$67.8K 0.01% 169
2022
Q4 		$437K Buy
+8,896
New +$419K 0.01% 187
2018
Q3 		– Sell
-1,198
Closed -$53K – 253
2018
Q2 		$53K Buy
1,198
+1,145
+2,160% +$51.1K 0.01% 394
2018
Q1 		$2K Buy
+53
New +$2.4K ﹤0.01% 543

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

RWA Wealth Partners's AOR Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 42% in Q2 2026, buying an estimated $1.66M and bringing the position to 81,939 shares worth $5.69M. The position accounts for 0.05% of the portfolio, ranked #162.

RWA Wealth Partners first reported a position in AOR in Q1 2018 and has held it in 17 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • RWA Wealth Partners held 81,939 shares of iShares Core 60/40 Balanced Allocation ETF worth $5.69M as of Q2 2026.
  • RWA Wealth Partners bought 24,377 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.66M.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.05% of RWA Wealth Partners's portfolio in Q2 2026, its #162 holding.
  • RWA Wealth Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2018 and has held it in 17 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.