Strategic Blueprint’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Strategic Blueprint’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	$5.08M	Buy	73,066 +27,296	+60%	+$1.86M	0.25%	103
2026 Q1	$2.95M	Buy	45,770 +29,452	+180%	+$1.94M	0.17%	134
2025 Q4	$1.06M	Buy	+16,318	New	+$1.06M	0.06%	265
2025 Q1	–	Sell	-3,512	Closed	-$201K	–	670
2024 Q4	$201K	Sell	3,512 -218	-6%	-$12.8K	0.01%	635
2024 Q3	$221K	Buy	+3,730	New	+$214K	0.01%	599
2021 Q3	–	Sell	-435	Closed	-$24K	–	449
2021 Q2	$24K	Buy	+435	New	+$24K	﹤0.01%	771

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

Strategic Blueprint's AOR Position: Q2 2026 in Review

Strategic Blueprint increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 60% in Q2 2026, buying an estimated $1.86M and bringing the position to 73,066 shares worth $5.08M. The position accounts for 0.25% of the portfolio, ranked #103.

Strategic Blueprint first reported a position in AOR in Q2 2021 and has held it in 6 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Strategic Blueprint held 73,066 shares of iShares Core 60/40 Balanced Allocation ETF worth $5.08M as of Q2 2026.
Strategic Blueprint bought 27,296 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.86M.
iShares Core 60/40 Balanced Allocation ETF made up 0.25% of Strategic Blueprint's portfolio in Q2 2026, its #103 holding.
Strategic Blueprint first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2021 and has held it in 6 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.