Wealthspire Advisors (New York)’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Wealthspire Advisors (New York)’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	$255K	Buy	3,668 +169	+5%	+$11.5K	﹤0.01%	1053
2026 Q1	$225K	Hold	3,499	–	–	﹤0.01%	821
2025 Q4	$227K	Sell	3,499 -4,721	-57%	-$306K	﹤0.01%	915
2025 Q3	$529K	Sell	8,220 -216	-3%	-$13.5K	﹤0.01%	518
2025 Q2	$519K	Sell	8,436 -366	-4%	-$21.4K	﹤0.01%	531
2025 Q1	$507K	Buy	8,802 +4,212	+92%	+$245K	﹤0.01%	512
2024 Q4	$263K	Buy	+4,590	New	+$269K	﹤0.01%	672

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 $343M AUM 29.82% 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 $338M AUM 29.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s AOR Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 4.8% in Q2 2026, buying an estimated $11.5K and bringing the position to 3,668 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Wealthspire Advisors (New York) first reported a position in AOR in Q4 2024 and has held it in 7 quarters since. The position peaked at $529K in Q3 2025. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Wealthspire Advisors (New York) held 3,668 shares of iShares Core 60/40 Balanced Allocation ETF worth $255K as of Q2 2026.
Wealthspire Advisors (New York) bought 169 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $11.5K.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1053 holding.
Wealthspire Advisors (New York) first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s iShares Core 60/40 Balanced Allocation ETF position peaked at $529K in Q3 2025.
453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.