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Tempus Wealth Planning’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Tempus Wealth Planning’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 		$1.31M Sell
18,853
-279
-1% -$19K 0.26% 105
2026
Q1 		$1.23M Buy
19,132
+91
+0.5% +$6K 0.28% 103
2025
Q4 		$1.24M Buy
19,041
+9,219
+94% +$598K 0.28% 94
2025
Q3 		$632K Buy
9,822
+17
+0.2% +$1.06K 0.15% 160
2025
Q2 		$604K Sell
9,805
-93
-0.9% -$5.43K 0.15% 150
2025
Q1 		$570K Sell
9,898
-1,259
-11% -$73.3K 0.17% 137
2024
Q4 		$640K Sell
11,157
-1,612
-13% -$94.4K 0.2% 120
2024
Q3 		$756K Buy
12,769
+213
+2% +$12.2K 0.28% 96
2024
Q2 		$707K Buy
12,556
+1,960
+18% +$108K 0.3% 93
2024
Q1 		$590K Buy
10,596
+287
+3% +$15.5K 0.26% 100
2023
Q4 		$548K Sell
10,309
-1,024
-9% -$51.7K 0.24% 98
2023
Q3 		$560K Buy
11,333
+62
+0.6% +$3.16K 0.28% 80
2023
Q2 		$580K Sell
11,271
-288
-2% -$14.5K 0.26% 99
2023
Q1 		$578K Sell
11,559
-1,862
-14% -$91.6K 0.28% 86
2022
Q4 		$633K Sell
13,421
-5,431
-29% -$256K 0.38% 81
2022
Q3 		$844K Buy
18,852
+859
+5% +$41.6K 0.56% 49
2022
Q2 		$864K Buy
17,993
+50
+0.3% +$2.52K 0.71% 40
2022
Q1 		$968K Buy
17,943
+5,254
+41% +$286K 0.69% 41
2021
Q4 		$724K Buy
12,689
+1,069
+9% +$60.6K 0.39% 70
2021
Q3 		$645K Buy
11,620
+68
+0.6% +$3.83K 0.37% 72
2021
Q2 		$647K Sell
11,552
-2,080
-15% -$115K 0.43% 65
2021
Q1 		$730K Buy
13,632
+52
+0.4% +$2.77K 0.77% 34
2020
Q4 		$709K Buy
13,580
+460
+4% +$23.1K 0.91% 23
2020
Q3 		$636K Sell
13,120
-564
-4% -$27.2K 0.92% 20
2020
Q2 		$635K Sell
13,684
-661
-5% -$29.4K 0.95% 22
2020
Q1 		$594K Buy
14,345
+1,107
+8% +$50.8K 0.97% 19
2019
Q4 		$633K Buy
+13,238
New +$620K 0.56% 29

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

Tempus Wealth Planning's AOR Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.5% in Q2 2026, selling an estimated $19K and leaving 18,853 shares worth $1.31M. The position accounts for 0.26% of the portfolio, ranked #105.

Tempus Wealth Planning first reported a position in AOR in Q4 2019 and has held it in 27 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Tempus Wealth Planning held 18,853 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.31M as of Q2 2026.
  • Tempus Wealth Planning sold 279 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $19K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.26% of Tempus Wealth Planning's portfolio in Q2 2026, its #105 holding.
  • Tempus Wealth Planning first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 27 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.