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Visionary Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Visionary Wealth 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 		$2.33M Sell
33,504
-2,006
-6% -$137K 0.09% 195
2026
Q1 		$2.29M Buy
35,510
+1,334
+4% +$87.9K 0.1% 185
2025
Q4 		$2.22M Sell
34,176
-926
-3% -$60.1K 0.1% 186
2025
Q3 		$2.26M Buy
35,102
+184
+0.5% +$11.5K 0.11% 184
2025
Q2 		$2.15M Buy
34,918
+163
+0.5% +$9.52K 0.11% 183
2025
Q1 		$2M Buy
34,755
+660
+2% +$38.4K 0.12% 174
2024
Q4 		$1.95M Sell
34,095
-688
-2% -$40.3K 0.11% 172
2024
Q3 		$2.06M Sell
34,783
-1,975
-5% -$113K 0.13% 170
2024
Q2 		$2.07M Sell
36,758
-5,117
-12% -$283K 0.14% 165
2024
Q1 		$2.33M Buy
41,875
+565
+1% +$30.5K 0.16% 154
2023
Q4 		$2.2M Sell
41,310
-1,417
-3% -$71.5K 0.16% 146
2023
Q3 		$2.11M Sell
42,727
-211
-0.5% -$10.7K 0.17% 136
2023
Q2 		$2.21M Sell
42,938
-741
-2% -$37.3K 0.18% 131
2023
Q1 		$2.19M Sell
43,679
-5,078
-10% -$250K 0.19% 119
2022
Q4 		$2.3M Sell
48,757
-1,523
-3% -$71.7K 0.21% 106
2022
Q3 		$2.25M Buy
50,280
+1,472
+3% +$71.3K 0.23% 103
2022
Q2 		$2.34M Buy
48,808
+323
+0.7% +$16.3K 0.21% 109
2022
Q1 		$2.62M Sell
48,485
-2,911
-6% -$158K 0.21% 108
2021
Q4 		$2.93M Buy
51,396
+2,259
+5% +$128K 0.24% 96
2021
Q3 		$2.73M Buy
49,137
+4,536
+10% +$256K 0.28% 87
2021
Q2 		$2.5M Sell
44,601
-2,290
-5% -$126K 0.25% 94
2021
Q1 		$2.51M Sell
46,891
-2,841
-6% -$151K 0.26% 97
2020
Q4 		$2.6M Sell
49,732
-649
-1% -$32.7K 0.29% 84
2020
Q3 		$2.44M Sell
50,381
-27
-0.1% -$1.3K 0.34% 75
2020
Q2 		$2.34M Sell
50,408
-1,120
-2% -$49.8K 0.36% 75
2020
Q1 		$2.13M Buy
51,528
+4,024
+8% +$185K 0.4% 74
2019
Q4 		$2.27M Buy
+47,504
New +$2.22M 0.41% 66

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

Visionary Wealth Advisors's AOR Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 5.6% in Q2 2026, selling an estimated $137K and leaving 33,504 shares worth $2.33M. The position accounts for 0.09% of the portfolio, ranked #195.

Visionary Wealth Advisors first reported a position in AOR in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.93M in Q4 2021. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Visionary Wealth Advisors held 33,504 shares of iShares Core 60/40 Balanced Allocation ETF worth $2.33M as of Q2 2026.
  • Visionary Wealth Advisors sold 2,006 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $137K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.09% of Visionary Wealth Advisors's portfolio in Q2 2026, its #195 holding.
  • Visionary Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $2.93M in Q4 2021.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.