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Saxony Capital Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Saxony Capital Management’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 		$424K Buy
6,107
+63
+1% +$4.29K 0.19% 106
2026
Q1 		$389K Buy
6,044
+81
+1% +$5.34K 0.23% 96
2025
Q4 		$388K Buy
+5,963
New +$387K 0.24% 92

Other funds holding AOR

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Saxony Capital Management's AOR Position: Q2 2026 in Review

Saxony Capital Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1% in Q2 2026, buying an estimated $4.29K and bringing the position to 6,107 shares worth $424K. The position accounts for 0.19% of the portfolio, ranked #106.

Saxony Capital Management first reported a position in AOR in Q4 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Saxony Capital Management held 6,107 shares of iShares Core 60/40 Balanced Allocation ETF worth $424K as of Q2 2026.
  • Saxony Capital Management bought 63 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $4.29K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.19% of Saxony Capital Management's portfolio in Q2 2026, its #106 holding.
  • Saxony Capital Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.