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

Wealthcare Advisory 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	$336K	Buy	4,840 +1,693	+54%	+$115K	0.01%	836
2026 Q1	$203K	Buy	+3,147	New	+$207K	﹤0.01%	1022
2020 Q2	–	Sell	-33	Closed	-$1K	–	371
2020 Q1	$1K	Hold	33	–	–	﹤0.01%	1355
2019 Q4	$2K	Hold	33	–	–	﹤0.01%	1237
2019 Q3	$2K	Hold	33	–	–	﹤0.01%	1192
2019 Q2	$2K	Hold	33	–	–	﹤0.01%	1170
2019 Q1	$1K	Hold	33	–	–	﹤0.01%	1135
2018 Q4	$1K	Sell	33 -417	-93%	-$17.8K	﹤0.01%	1118
2018 Q3	$20K	Buy	+450	New	+$20.2K	﹤0.01%	667

Other funds holding AOR

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wealthcare Advisory Partners's AOR Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 54% in Q2 2026, buying an estimated $115K and bringing the position to 4,840 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #836.

Wealthcare Advisory Partners first reported a position in AOR in Q3 2018 and has held it in 9 quarters since. 78 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Wealthcare Advisory Partners held 4,840 shares of iShares Core 60/40 Balanced Allocation ETF worth $336K as of Q2 2026.
Wealthcare Advisory Partners bought 1,693 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $115K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #836 holding.
Wealthcare Advisory Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2018 and has held it in 9 quarters since.
78 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.