Viewpoint Investment Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Viewpoint Investment 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	$5.68M	Hold	57,550	–	–	1.96%	12
2026 Q1	$5.16M	Hold	57,550	–	–	2.39%	11
2025 Q4	$3.74M	Sell	57,550 -40	-0.1%	-$2.6K	1.78%	15
2025 Q3	$3.55M	Hold	57,590	–	–	1.94%	13
2025 Q2	$3.55M	Hold	57,590	–	–	1.94%	13
2025 Q1	$3.32M	Hold	57,590	–	–	1.79%	5
2024 Q4	$3.3M	Buy	57,590 +13,910	+32%	+$815K	4.3%	5
2024 Q3	$2.59M	Sell	43,680 -150	-0.3%	-$8.6K	2.08%	5
2024 Q2	$2.47M	Sell	43,830 -13,760	-24%	-$761K	2.16%	6
2024 Q1	$3.21M	Buy	57,590 +13,760	+31%	+$742K	2.45%	6
2023 Q4	$2.33M	Sell	43,830 -13,760	-24%	-$695K	1.63%	8
2023 Q3	$2.85M	Hold	57,590	–	–	2.39%	7
2023 Q2	$2.96M	Buy	57,590 +13,760	+31%	+$692K	1.86%	6
2023 Q1	$2.19M	Hold	43,830	–	–	1.74%	6
2022 Q4	$2.07M	Sell	43,830 -13,760	-24%	-$647K	2.02%	6
2022 Q3	$2.58M	Hold	57,590	–	–	3.07%	8
2022 Q2	$2.76M	Hold	57,590	–	–	3.14%	8
2022 Q1	$3.29M	Hold	57,590	–	–	2.61%	7
2021 Q4	$3.29M	Buy	+57,590	New	+$3.27M	1.86%	8

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Viewpoint Investment Partners's AOR Position: Q2 2026 in Review

Viewpoint Investment Partners held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 57,550 shares worth $5.68M. The position accounts for 1.96% of the portfolio, ranked #12.

Viewpoint Investment Partners first reported a position in AOR in Q4 2021 and has held it in 19 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Viewpoint Investment Partners held 57,550 shares of iShares Core 60/40 Balanced Allocation ETF worth $5.68M as of Q2 2026.
Viewpoint Investment 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 1.96% of Viewpoint Investment Partners's portfolio in Q2 2026, its #12 holding.
Viewpoint Investment Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and has held it in 19 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Viewpoint Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.