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SOA Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

SOA Wealth 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 		$671K Buy
9,650
+654
+7% +$44.5K 0.11% 107
2026
Q1 		$579K Buy
8,996
+8,307
+1,206% +$548K 0.11% 108
2025
Q4 		$44.8K Buy
689
+5
+0.7% +$324 0.01% 390
2025
Q3 		$44K Buy
684
+3
+0.4% +$188 0.01% 398
2025
Q2 		$42K Buy
681
+1
+0.1% +$58 0.01% 393
2025
Q1 		$39.1K Hold
680
– – 0.01% 378
2024
Q4 		$39K Buy
680
+5
+0.7% +$293 0.01% 362
2024
Q3 		$40K Sell
675
-422
-38% -$24.2K 0.01% 355
2024
Q2 		$61.8K Sell
1,097
-16
-1% -$884 0.01% 285
2024
Q1 		$62K Sell
1,113
-11
-1% -$593 0.01% 283
2023
Q4 		$59.8K Buy
1,124
+4
+0.4% +$202 0.01% 280
2023
Q3 		$55.4K Buy
1,120
+5
+0.4% +$255 0.01% 276
2023
Q2 		$57.4K Sell
1,115
-132
-11% -$6.64K 0.01% 280
2023
Q1 		$62.4K Buy
1,247
+5
+0.4% +$246 0.02% 263
2022
Q4 		$58.6K Sell
1,242
-74
-6% -$3.48K 0.02% 264
2022
Q3 		$58K Buy
1,316
+6
+0.5% +$291 0.02% 244
2022
Q2 		$62K Sell
1,310
-286
-18% -$14.4K 0.02% 242
2022
Q1 		$86K Buy
1,596
+39
+3% +$2.12K 0.02% 244
2021
Q4 		$89K Buy
1,557
+3
+0.2% +$170 0.02% 229
2021
Q3 		$86K Buy
1,554
+6
+0.4% +$338 0.02% 238
2021
Q2 		$86K Sell
1,548
-123
-7% -$6.79K 0.02% 237
2021
Q1 		$89K Sell
1,671
-654
-28% -$34.8K 0.02% 207
2020
Q4 		$124K Buy
+2,325
New +$117K 0.03% 176

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

SOA Wealth Advisors's AOR Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 7.3% in Q2 2026, buying an estimated $44.5K and bringing the position to 9,650 shares worth $671K. The position accounts for 0.11% of the portfolio, ranked #107.

SOA Wealth Advisors first reported a position in AOR in Q4 2020 and has held it in 23 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • SOA Wealth Advisors held 9,650 shares of iShares Core 60/40 Balanced Allocation ETF worth $671K as of Q2 2026.
  • SOA Wealth Advisors bought 654 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $44.5K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.11% of SOA Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • SOA Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and has held it in 23 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.