WBH Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

WBH Advisory’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	$1.18M	Hold	17,034	–	–	0.08%	166
2026 Q1	$1.1M	Hold	17,034	–	–	0.08%	165
2025 Q4	$1.11M	Hold	17,034	–	–	0.08%	161
2025 Q3	$1.1M	Hold	17,034	–	–	0.08%	164
2025 Q2	$1.05M	Sell	17,034 -183	-1%	-$10.7K	0.09%	156
2025 Q1	$991K	Hold	17,217	–	–	0.09%	155
2024 Q4	$987K	Hold	17,217	–	–	0.09%	150
2024 Q3	$1.02M	Hold	17,217	–	–	0.1%	151
2024 Q2	$970K	Hold	17,217	–	–	0.1%	148
2024 Q1	$958K	Hold	17,217	–	–	0.1%	150
2023 Q4	$916K	Sell	17,217 -3,831	-18%	-$193K	0.1%	155
2023 Q3	$1.04M	Sell	21,048 -115	-0.5%	-$5.86K	0.13%	140
2023 Q2	$1.09M	Sell	21,163 -1,517	-7%	-$76.3K	0.13%	139
2023 Q1	$1.13M	Buy	+22,680	New	+$1.12M	0.14%	143
2022 Q3	$207K	Sell	4,615 -10,444	-69%	-$506K	0.03%	279
2022 Q2	$719K	Buy	+15,059	New	+$758K	0.1%	171

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $189M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WBH Advisory's AOR Position: Q2 2026 in Review

WBH Advisory held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 17,034 shares worth $1.18M. The position accounts for 0.08% of the portfolio, ranked #166.

WBH Advisory first reported a position in AOR in Q2 2022 and has held it in 16 quarters since. 328 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

WBH Advisory held 17,034 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.18M as of Q2 2026.
WBH Advisory left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.08% of WBH Advisory's portfolio in Q2 2026, its #166 holding.
WBH Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2022 and has held it in 16 quarters since.
328 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.