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

Strategic Wealth Partners’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 		$2.02K Hold
29
– – ﹤0.01% 1198
2026
Q1 		$1.87K Hold
29
– – ﹤0.01% 1174
2025
Q4 		$1.89K Sell
29
-19
-40% -$1.23K ﹤0.01% 1211
2025
Q3 		$3.09K Buy
+48
New +$3K ﹤0.01% 1115

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

Strategic Wealth Partners's AOR Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 29 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Strategic Wealth Partners first reported a position in AOR in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.09K in Q3 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Strategic Wealth Partners held 29 shares of iShares Core 60/40 Balanced Allocation ETF worth $2.02K as of Q2 2026.
  • Strategic Wealth Partners 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 Strategic Wealth Partners's portfolio in Q2 2026, its #1198 holding.
  • Strategic Wealth Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $3.09K in Q3 2025.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.