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Wealth Forward LLC’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Wealth Forward LLC’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
Q1 		$5.52M Sell
85,716
-919
-1% -$60.6K 3.11% 12
2025
Q4 		$5.63M Sell
86,635
-1,111
-1% -$72.1K 3.18% 12
2025
Q3 		$5.65M Sell
87,746
-18,989
-18% -$1.19M 3.28% 12
2025
Q2 		$6.57M Sell
106,735
-375
-0.4% -$21.9K 4.42% 8
2025
Q1 		$6.17M Buy
107,110
+1,381
+1% +$80.4K 4.39% 8
2024
Q4 		$6.06M Buy
105,729
+1,941
+2% +$114K 4.28% 8
2024
Q3 		$6.15M Buy
103,788
+2,808
+3% +$161K 4.31% 8
2024
Q2 		$5.69M Sell
100,980
-2,665
-3% -$147K 4.44% 8
2024
Q1 		$5.77M Buy
103,645
+1,340
+1% +$72.3K 4.54% 8
2023
Q4 		$5.44M Buy
+102,305
New +$5.16M 4.6% 8

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Wealth Forward LLC's AOR Position: Q1 2026 in Review

Wealth Forward LLC reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.1% in Q1 2026, selling an estimated $60.6K and leaving 85,716 shares worth $5.52M. The position accounts for 3.11% of the portfolio, ranked #12.

Wealth Forward LLC first reported a position in AOR in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.57M in Q2 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Wealth Forward LLC held 85,716 shares of iShares Core 60/40 Balanced Allocation ETF worth $5.52M as of Q1 2026.
  • Wealth Forward LLC sold 919 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $60.6K.
  • iShares Core 60/40 Balanced Allocation ETF made up 3.11% of Wealth Forward LLC's portfolio in Q1 2026, its #12 holding.
  • Wealth Forward LLC first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and has held it in 10 quarters since.
  • Wealth Forward LLC's iShares Core 60/40 Balanced Allocation ETF position peaked at $6.57M in Q2 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Wealth Forward LLC's 13F filing for Q1 2026, filed 4 May 2026.