SageView Advisory Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

SageView Advisory 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	$248K	Buy	+3,563	New	+$243K	0.01%	549
2026 Q1	–	Sell	-2,392	Closed	-$156K	–	669
2025 Q4	$156K	Buy	+2,392	New	+$155K	0.01%	672
2024 Q4	–	Sell	-7,636	Closed	-$452K	–	591
2024 Q3	$452K	Sell	7,636 -3,926	-34%	-$225K	0.02%	320
2024 Q2	$651K	Buy	+11,562	New	+$639K	0.03%	294
2024 Q1	–	Sell	-13,103	Closed	-$700K	–	527
2023 Q4	$700K	Sell	13,103 -831	-6%	-$42K	0.03%	325
2023 Q3	$688K	Sell	13,934 -34	-0.2%	-$1.73K	0.04%	272
2023 Q2	$719K	Sell	13,968 -417	-3%	-$21K	0.04%	280
2023 Q1	$720K	Sell	14,385 -1,477	-9%	-$72.7K	0.05%	256
2022 Q4	$748K	Buy	+15,862	New	+$746K	0.06%	190

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

SageView Advisory Group's AOR Position: Q2 2026 in Review

SageView Advisory Group opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 3,563 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #549 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in AOR as recently as Q4 2025.

SageView Advisory Group first reported a position in AOR in Q4 2022 and has held it in 9 quarters since. The position peaked at $748K in Q4 2022. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

SageView Advisory Group held 3,563 shares of iShares Core 60/40 Balanced Allocation ETF worth $248K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new SageView Advisory Group position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #549 holding.
SageView Advisory Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 9 quarters since.
SageView Advisory Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $748K in Q4 2022.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.