Spire Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Spire Wealth 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	$118K	Hold	1,691	–	–	﹤0.01%	932
2026 Q1	$109K	Hold	1,691	–	–	﹤0.01%	942
2025 Q4	$110K	Hold	1,691	–	–	﹤0.01%	965
2025 Q3	$109K	Hold	1,691	–	–	﹤0.01%	960
2025 Q2	$104K	Hold	1,691	–	–	﹤0.01%	951
2025 Q1	$97.4K	Hold	1,691	–	–	﹤0.01%	1046
2024 Q4	$96.9K	Hold	1,691	–	–	﹤0.01%	1041
2024 Q3	$100K	Hold	1,691	–	–	﹤0.01%	910
2024 Q2	$95.2K	Hold	1,691	–	–	﹤0.01%	905
2024 Q1	$94.1K	Hold	1,691	–	–	﹤0.01%	1007
2023 Q4	$89.3K	Hold	1,691	–	–	﹤0.01%	1020
2023 Q3	$83.6K	Sell	1,691 -475	-22%	-$24.2K	﹤0.01%	1006
2023 Q2	$111K	Buy	2,166 +272	+14%	+$13.7K	﹤0.01%	939
2023 Q1	$94.8K	Buy	1,894 +1,223	+182%	+$60.2K	﹤0.01%	990
2022 Q4	$32K	Sell	671 -700	-51%	-$32.9K	﹤0.01%	1163
2022 Q3	$61K	Sell	1,371 -431	-24%	-$20.9K	﹤0.01%	881
2022 Q2	$86K	Buy	1,802 +1	+0.1%	+$50	﹤0.01%	1087
2022 Q1	$97K	Sell	1,801 -1,038	-37%	-$56.5K	﹤0.01%	1170
2021 Q4	$162K	Buy	2,839 +1,840	+184%	+$104K	﹤0.01%	1183
2021 Q3	$55K	Hold	999	–	–	﹤0.01%	1429
2021 Q2	$56K	Buy	+999	New	+$55.2K	﹤0.01%	1431

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

Spire Wealth Management's AOR Position: Q2 2026 in Review

Spire Wealth Management held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 1,691 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Spire Wealth Management first reported a position in AOR in Q2 2021 and has held it in 21 quarters since. The position peaked at $162K in Q4 2021. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Spire Wealth Management held 1,691 shares of iShares Core 60/40 Balanced Allocation ETF worth $118K as of Q2 2026.
Spire Wealth Management left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #932 holding.
Spire Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2021 and has held it in 21 quarters since.
Spire Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $162K in Q4 2021.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

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