Tyler-Stone Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Tyler-Stone Wealth Management’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
2025 Q2	$505K	Hold	8,210	–	–	0.08%	196
2025 Q1	$473K	Hold	8,210	–	–	0.08%	192
2024 Q4	$471K	Sell	8,210 -158	-2%	-$9.25K	0.08%	200
2024 Q3	$496K	Buy	8,368 +4,142	+98%	+$237K	0.09%	187
2024 Q2	$238K	Sell	4,226 -82	-2%	-$4.53K	0.1%	177
2024 Q1	$240K	Buy	4,308 +121	+3%	+$6.53K	0.11%	172
2023 Q4	$223K	Sell	4,187 -40	-0.9%	-$2.02K	0.11%	167
2023 Q3	$209K	Hold	4,227	–	–	0.12%	151
2023 Q2	$217K	Buy	+4,227	New	+$213K	0.12%	149
2022 Q4	$229K	Buy	4,852 +3,352	+223%	+$158K	0.16%	133
2022 Q3	$67K	Hold	1,500	–	–	0.05%	265
2022 Q2	$72K	Hold	1,500	–	–	0.05%	275
2022 Q1	$81K	Hold	1,500	–	–	0.04%	280
2021 Q4	$86K	Buy	+1,500	New	+$85.1K	0.05%	290

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Tyler-Stone Wealth Management's AOR Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2025 at 8,210 shares worth $505K. The position accounts for 0.08% of the portfolio, ranked #196.

Tyler-Stone Wealth Management first reported a position in AOR in Q4 2021 and has held it in 14 quarters since. 366 funds tracked by Wall St. Rank hold AOR as of Q2 2025.

Tyler-Stone Wealth Management held 8,210 shares of iShares Core 60/40 Balanced Allocation ETF worth $505K as of Q2 2025.
Tyler-Stone Wealth Management left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q2 2025.
iShares Core 60/40 Balanced Allocation ETF made up 0.08% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #196 holding.
Tyler-Stone Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and has held it in 14 quarters since.
366 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.