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

Stonehearth 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	$230K	Sell	3,315 -402	-11%	-$27.4K	0.08%	81
2026 Q1	$239K	Buy	3,717 +9	+0.2%	+$593	0.09%	80
2025 Q4	$241K	Buy	+3,708	New	+$241K	0.09%	89
2025 Q1	–	Sell	-3,850	Closed	-$221K	–	88
2024 Q4	$221K	Buy	3,850 +148	+4%	+$8.67K	0.09%	76
2024 Q3	$219K	Buy	+3,702	New	+$212K	0.09%	73
2024 Q2	–	Sell	-3,952	Closed	-$220K	–	81
2024 Q1	$220K	Buy	+3,952	New	+$213K	0.1%	69
2023 Q2	–	Sell	-4,294	Closed	-$215K	–	74
2023 Q1	$215K	Buy	+4,294	New	+$211K	0.12%	68
2022 Q3	–	Sell	-4,223	Closed	-$203K	–	64
2022 Q2	$203K	Sell	4,223 -120	-3%	-$6.04K	0.12%	68
2022 Q1	$234K	Sell	4,343 -244	-5%	-$13.3K	0.12%	64
2021 Q4	$262K	Buy	4,587 +832	+22%	+$47.2K	0.14%	56
2021 Q3	$208K	Sell	3,755 -860	-19%	-$48.5K	0.11%	61
2021 Q2	$258K	Sell	4,615 -1,922	-29%	-$106K	0.13%	54
2021 Q1	$350K	Buy	6,537 +110	+2%	+$5.85K	0.19%	45
2020 Q4	$335K	Sell	6,427 -582	-8%	-$29.3K	0.19%	45
2020 Q3	$340K	Sell	7,009 -289	-4%	-$13.9K	0.23%	42
2020 Q2	$350K	Sell	7,298 -1,092	-13%	-$48.5K	0.23%	42
2020 Q1	$347K	Buy	8,390 +88	+1%	+$4.04K	0.28%	38
2019 Q4	$397K	Sell	8,302 -176	-2%	-$8.24K	0.26%	39
2019 Q3	$390K	Sell	8,478 -674	-7%	-$30.8K	0.28%	41
2019 Q2	$421K	Sell	9,152 -2,218	-20%	-$99.9K	0.31%	38
2019 Q1	$508K	Sell	11,370 -1,063	-9%	-$46.2K	0.39%	30
2018 Q4	$514K	Sell	12,433 -23	-0.2%	-$984	0.43%	27
2018 Q3	$562K	Sell	12,456 -3,497	-22%	-$157K	0.43%	27
2018 Q2	$708K	Sell	15,953 -15,711	-50%	-$701K	0.55%	23
2018 Q1	$1.41M	Buy	31,664 +1,905	+6%	+$86.1K	1.09%	18
2017 Q4	$1.34M	Buy	29,759 +545	+2%	+$24.8K	1.02%	17
2017 Q3	$1.31M	Sell	29,214 -5,553	-16%	-$245K	1.02%	18
2017 Q2	$1.52M	Sell	34,767 -431	-1%	-$18.6K	1.2%	18
2017 Q1	$1.49M	Sell	35,198 -1,352	-4%	-$56.3K	1.16%	18
2016 Q4	$1.48M	Buy	36,550 +311	+0.9%	+$12.6K	1.16%	16
2016 Q3	$1.49M	Sell	36,239 -3,704	-9%	-$151K	1.16%	17
2016 Q2	$1.6M	Buy	39,943 +1,860	+5%	+$73.7K	1.26%	17
2016 Q1	$1.5M	Buy	38,083 +401	+1%	+$15.2K	1.31%	17
2015 Q4	$1.47M	Sell	37,682 -5,601	-13%	-$221K	0.98%	24
2015 Q3	$1.65M	Buy	43,283 +503	+1%	+$19.9K	1.19%	20
2015 Q2	$1.73M	Buy	42,780 +655	+2%	+$27K	1.2%	19
2015 Q1	$1.72M	Sell	42,125 -710	-2%	-$28.8K	1.08%	19
2014 Q4	$1.72M	Buy	+42,835	New	+$1.7M	1.27%	19

Other funds holding AOR

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

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

Stonehearth Capital Management reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 11% in Q2 2026, selling an estimated $27.4K and leaving 3,315 shares worth $230K. The position accounts for 0.08% of the portfolio, ranked #81.

Stonehearth Capital Management first reported a position in AOR in Q4 2014 and has held it in 38 quarters since. The position peaked at $1.73M in Q2 2015. 78 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Stonehearth Capital Management held 3,315 shares of iShares Core 60/40 Balanced Allocation ETF worth $230K as of Q2 2026.
Stonehearth Capital Management sold 402 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $27.4K.
iShares Core 60/40 Balanced Allocation ETF made up 0.08% of Stonehearth Capital Management's portfolio in Q2 2026, its #81 holding.
Stonehearth Capital Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2014 and has held it in 38 quarters since.
Stonehearth Capital Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.73M in Q2 2015.
78 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.