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Wealthedge Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Wealthedge Investment 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
Q1 		$424K Sell
6,593
-4
-0.1% -$264 0.16% 102
2025
Q4 		$429K Buy
6,597
+275
+4% +$17.8K 0.16% 95
2025
Q3 		$407K Sell
6,322
-1,277
-17% -$79.9K 0.15% 101
2025
Q2 		$468K Buy
7,599
+1,186
+18% +$69.3K 0.2% 102
2025
Q1 		$369K Buy
6,413
+224
+4% +$13K 0.17% 114
2024
Q4 		$355K Buy
+6,189
New +$362K 0.16% 114

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 $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Wealthedge Investment Advisors's AOR Position: Q1 2026 in Review

Wealthedge Investment Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.06% in Q1 2026, selling an estimated $264 and leaving 6,593 shares worth $424K. The position accounts for 0.16% of the portfolio, ranked #102.

Wealthedge Investment Advisors first reported a position in AOR in Q4 2024 and has held it in 6 quarters since. The position peaked at $468K in Q2 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Wealthedge Investment Advisors held 6,593 shares of iShares Core 60/40 Balanced Allocation ETF worth $424K as of Q1 2026.
  • Wealthedge Investment Advisors sold 4 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $264.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.16% of Wealthedge Investment Advisors's portfolio in Q1 2026, its #102 holding.
  • Wealthedge Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 6 quarters since.
  • Wealthedge Investment Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $468K in Q2 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.