Wealth Enhancement Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Wealth Enhancement Advisory Services’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	$5M	Buy	72,388 +13,913	+24%	+$948K	0.01%	1005
2026 Q1	$3.77M	Sell	58,475 -21,614	-27%	-$1.42M	0.01%	1044
2025 Q4	$5.27M	Sell	80,089 -893	-1%	-$57.9K	0.01%	987
2025 Q3	$5.21M	Sell	80,982 -996	-1%	-$62.3K	0.01%	926
2025 Q2	$5.04M	Sell	81,978 -51,036	-38%	-$2.98M	0.01%	896
2025 Q1	$7.66M	Sell	133,014 -909	-0.7%	-$52.9K	0.01%	676
2024 Q4	$7.68M	Buy	133,923 +59,556	+80%	+$3.49M	0.01%	643
2024 Q3	$4.41M	Sell	74,367 -2,292	-3%	-$131K	0.01%	771
2024 Q2	$4.32M	Buy	76,659 +169	+0.2%	+$9.34K	0.01%	725
2024 Q1	$4.26M	Buy	76,490 +1,575	+2%	+$84.9K	0.01%	709
2023 Q4	$3.98M	Buy	74,915 +534	+0.7%	+$27K	0.01%	669
2023 Q3	$3.68M	Buy	+74,381	New	+$3.79M	0.01%	660

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

Wealth Enhancement Advisory Services's AOR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 24% in Q2 2026, buying an estimated $948K and bringing the position to 72,388 shares worth $5M. The position accounts for 0.01% of the portfolio, ranked #1005.

Wealth Enhancement Advisory Services first reported a position in AOR in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.68M in Q4 2024. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Wealth Enhancement Advisory Services held 72,388 shares of iShares Core 60/40 Balanced Allocation ETF worth $5M as of Q2 2026.
Wealth Enhancement Advisory Services bought 13,913 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $948K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1005 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $7.68M in Q4 2024.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.