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Valeo Financial Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Valeo Financial Advisors’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 		$306K Buy
+4,396
New +$299K 0.01% 618
2021
Q2 		– Sell
-63
Closed -$3K – 586
2021
Q1 		$3K Buy
+63
New +$3.35K ﹤0.01% 1671

Other funds holding AOR

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Valeo Financial Advisors's AOR Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 4,396 shares worth $306K. The stake represents 0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in AOR as recently as Q1 2021.

Valeo Financial Advisors first reported a position in AOR in Q1 2021 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Valeo Financial Advisors held 4,396 shares of iShares Core 60/40 Balanced Allocation ETF worth $306K as of Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF was a new Valeo Financial Advisors position in Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #618 holding.
  • Valeo Financial Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2021 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.