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

Sequoia 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	$1.29M	Sell	18,603 -26	-0.1%	-$1.77K	0.01%	830
2026 Q1	$1.2M	Buy	18,629 +4,589	+33%	+$303K	0.01%	813
2025 Q4	$913K	Sell	14,040 -2,722	-16%	-$177K	0.01%	931
2025 Q3	$1.08M	Buy	+16,762	New	+$1.05M	0.01%	739

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

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

Sequoia Financial Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.14% in Q2 2026, selling an estimated $1.77K and leaving 18,603 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #830.

Sequoia Financial Advisors first reported a position in AOR in Q3 2025 and has held it in 4 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Sequoia Financial Advisors held 18,603 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.29M as of Q2 2026.
Sequoia Financial Advisors sold 26 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.77K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #830 holding.
Sequoia Financial Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2025 and has held it in 4 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

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