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

Summit 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
Q1 		$850K Buy
13,215
+606
+5% +$39.9K 0.13% 113
2025
Q4 		$820K Buy
12,609
+492
+4% +$31.9K 0.15% 92
2025
Q3 		$780K Sell
12,117
-245
-2% -$15.3K 0.14% 98
2025
Q2 		$761K Sell
12,362
-105
-0.8% -$6.13K 0.15% 96
2025
Q1 		$718K Sell
12,467
-1,141
-8% -$66.4K 0.15% 101
2024
Q4 		$780K Buy
13,608
+53
+0.4% +$3.1K 0.16% 92
2024
Q3 		$803K Buy
13,555
+248
+2% +$14.2K 0.15% 98
2024
Q2 		$749K Sell
13,307
-157
-1% -$8.68K 0.16% 99
2024
Q1 		$750K Sell
13,464
-61
-0.5% -$3.29K 0.16% 98
2023
Q4 		$719K Sell
13,525
-277
-2% -$14K 0.17% 94
2023
Q3 		$682K Buy
13,802
+485
+4% +$24.7K 0.17% 84
2023
Q2 		$685K Sell
13,317
-1,708
-11% -$85.9K 0.17% 86
2023
Q1 		$752K Buy
15,025
+615
+4% +$30.3K 0.19% 85
2022
Q4 		$680K Buy
14,410
+56
+0.4% +$2.63K 0.18% 81
2022
Q3 		$643K Buy
14,354
+1,144
+9% +$55.4K 0.18% 74
2022
Q2 		$634K Sell
13,210
-3,497
-21% -$176K 0.17% 72
2022
Q1 		$901K Sell
16,707
-65
-0.4% -$3.54K 0.2% 59
2021
Q4 		$957K Buy
16,772
+580
+4% +$32.9K 0.21% 57
2021
Q3 		$898K Buy
16,192
+88
+0.5% +$4.96K 0.21% 57
2021
Q2 		$902K Buy
16,104
+427
+3% +$23.6K 0.22% 60
2021
Q1 		$840K Buy
15,677
+627
+4% +$33.4K 0.22% 58
2020
Q4 		$786K Buy
15,050
+3,406
+29% +$171K 0.21% 64
2020
Q3 		$564K Sell
11,644
-425
-4% -$20.5K 0.17% 83
2020
Q2 		$560K Buy
12,069
+42
+0.3% +$1.87K 0.18% 80
2020
Q1 		$498K Buy
12,027
+923
+8% +$42.4K 0.2% 64
2019
Q4 		$531K Buy
+11,104
New +$520K 0.18% 62

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $6.18B AUM 18.43% 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

Summit Wealth Partners's AOR Position: Q1 2026 in Review

Summit Wealth Partners increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 4.8% in Q1 2026, buying an estimated $39.9K and bringing the position to 13,215 shares worth $850K. The position accounts for 0.13% of the portfolio, ranked #113.

Summit Wealth Partners first reported a position in AOR in Q4 2019 and has held it in 26 quarters since. The position peaked at $957K in Q4 2021. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Summit Wealth Partners held 13,215 shares of iShares Core 60/40 Balanced Allocation ETF worth $850K as of Q1 2026.
  • Summit Wealth Partners bought 606 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $39.9K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.13% of Summit Wealth Partners's portfolio in Q1 2026, its #113 holding.
  • Summit Wealth Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 26 quarters since.
  • Summit Wealth Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $957K in Q4 2021.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.