SFWC
AOR icon

Strategic Family Wealth Counselors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Strategic Family Wealth Counselors’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
Q1 		$6.08M Buy
94,486
+1,558
+2% +$103K 1.6% 23
2025
Q4 		$6.07M Buy
92,928
+99
+0.1% +$6.42K 1.36% 25
2025
Q3 		$5.98M Buy
92,829
+2,629
+3% +$164K 1.54% 23
2025
Q2 		$5.55M Buy
90,200
+804
+0.9% +$47K 1.58% 22
2025
Q1 		$5.15M Buy
89,396
+112
+0.1% +$6.52K 1.67% 20
2024
Q4 		$5.12M Buy
89,284
+32,162
+56% +$1.88M 1.67% 21
2024
Q3 		$3.38M Buy
57,122
+2,635
+5% +$151K 1.18% 27
2024
Q2 		$3.07M Buy
54,487
+1,592
+3% +$88K 1.17% 29
2024
Q1 		$2.94M Sell
52,895
-18,074
-25% -$975K 1.16% 28
2023
Q4 		$3.77M Buy
70,969
+20,956
+42% +$1.06M 1.58% 23
2023
Q3 		$2.47M Hold
50,013
– – 1.19% 27
2023
Q2 		$2.57M Hold
50,013
– – 1.18% 27
2023
Q1 		$2.5M Sell
50,013
-69,132
-58% -$3.4M 1.19% 27
2022
Q4 		$5.62M Buy
119,145
+72,229
+154% +$3.4M 2.79% 12
2022
Q3 		$2.1M Hold
46,916
– – 1.03% 26
2022
Q2 		$2.25M Sell
46,916
-1,253
-3% -$63.1K 1.08% 26
2022
Q1 		$2.6M Sell
48,169
-4,674
-9% -$254K 1.05% 27
2021
Q4 		$3.02M Buy
52,843
+2,319
+5% +$132K 0.97% 28
2021
Q3 		$2.8M Sell
50,524
-446
-0.9% -$25.2K 0.96% 26
2021
Q2 		$2.85M Buy
50,970
+100
+0.2% +$5.52K 0.93% 25
2021
Q1 		$2.73M Hold
50,870
– – 1.03% 24
2020
Q4 		$2.65M Buy
50,870
+7,261
+17% +$365K 1.37% 21
2020
Q3 		$2.11M Sell
43,609
-13,840
-24% -$667K 1.19% 23
2020
Q2 		$2.67M Buy
57,449
+24,471
+74% +$1.09M 1.68% 18
2020
Q1 		$1.36M Buy
+32,978
New +$1.51M 1.02% 24
2019
Q1 		– Sell
-13,393
Closed -$553K – 71
2018
Q4 		$553K Buy
+13,393
New +$573K 0.63% 28

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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 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 $293M AUM 26.81% 1-Year Est. Return

Strategic Family Wealth Counselors's AOR Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.7% in Q1 2026, buying an estimated $103K and bringing the position to 94,486 shares worth $6.08M. The position accounts for 1.6% of the portfolio, ranked #23.

Strategic Family Wealth Counselors first reported a position in AOR in Q4 2018 and has held it in 26 quarters since. 408 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Strategic Family Wealth Counselors held 94,486 shares of iShares Core 60/40 Balanced Allocation ETF worth $6.08M as of Q1 2026.
  • Strategic Family Wealth Counselors bought 1,558 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $103K.
  • iShares Core 60/40 Balanced Allocation ETF made up 1.6% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #23 holding.
  • Strategic Family Wealth Counselors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2018 and has held it in 26 quarters since.
  • 408 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.