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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
Q2 		$415K Sell
5,966
-627
-10% -$42.7K 0.14% 104
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 $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $338M AUM 29.36% 1-Year Est. Return

Wealthedge Investment Advisors's AOR Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 9.5% in Q2 2026, selling an estimated $42.7K and leaving 5,966 shares worth $415K. The position accounts for 0.14% of the portfolio, ranked #104.

Wealthedge Investment Advisors first reported a position in AOR in Q4 2024 and has held it in 7 quarters since. The position peaked at $468K in Q2 2025. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Wealthedge Investment Advisors held 5,966 shares of iShares Core 60/40 Balanced Allocation ETF worth $415K as of Q2 2026.
  • Wealthedge Investment Advisors sold 627 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $42.7K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.14% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #104 holding.
  • Wealthedge Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealthedge Investment Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $468K in Q2 2025.
  • 453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.