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Savvy Advisors Inc’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Savvy Advisors Inc’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 		$887K Buy
12,765
+1,709
+15% +$116K 0.02% 559
2026
Q1 		$711K Buy
11,056
+4,160
+60% +$274K 0.02% 541
2025
Q4 		$448K Buy
+6,896
New +$447K 0.01% 609
2024
Q3 		– Sell
-21,218
Closed -$1.19M – 353
2024
Q2 		$1.19M Buy
+21,218
New +$1.17M 0.39% 59

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

Savvy Advisors Inc's AOR Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 15% in Q2 2026, buying an estimated $116K and bringing the position to 12,765 shares worth $887K. The position accounts for 0.02% of the portfolio, ranked #559.

Savvy Advisors Inc first reported a position in AOR in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.19M in Q2 2024. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Savvy Advisors Inc held 12,765 shares of iShares Core 60/40 Balanced Allocation ETF worth $887K as of Q2 2026.
  • Savvy Advisors Inc bought 1,709 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $116K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #559 holding.
  • Savvy Advisors Inc first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2024 and has held it in 4 quarters since.
  • Savvy Advisors Inc's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.19M in Q2 2024.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.