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Weaver Consulting Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Weaver Consulting Group’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 		$5.27M Buy
81,965
+4,307
+6% +$284K 1.26% 17
2025
Q4 		$5.05M Buy
77,658
+5,490
+8% +$356K 1.23% 19
2025
Q3 		$4.65M Buy
72,168
+381
+0.5% +$23.8K 1.18% 20
2025
Q2 		$4.42M Buy
71,787
+370
+0.5% +$21.6K 1.22% 18
2025
Q1 		$4.11M Sell
71,417
-3,697
-5% -$215K 1.24% 18
2024
Q4 		$4.31M Buy
75,114
+1,675
+2% +$98.1K 1.32% 18
2024
Q3 		$4.35M Sell
73,439
-1,348
-2% -$77.3K 1.38% 17
2024
Q2 		$4.21M Sell
74,787
-666
-0.9% -$36.8K 1.47% 18
2024
Q1 		$4.2M Sell
75,453
-231
-0.3% -$12.5K 1.55% 14
2023
Q4 		$4.03M Sell
75,684
-1,020
-1% -$51.5K 1.64% 14
2023
Q3 		$3.79M Buy
76,704
+412
+0.5% +$21K 1.71% 12
2023
Q2 		$3.93M Sell
76,292
-10,263
-12% -$516K 1.73% 12
2023
Q1 		$4.33M Sell
86,555
-1,047
-1% -$51.5K 1.98% 12
2022
Q4 		$4.13M Sell
87,602
-3,343
-4% -$157K 2.11% 9
2022
Q3 		$4.07M Sell
90,945
-393
-0.4% -$19K 2.34% 8
2022
Q2 		$4.38M Sell
91,338
-863
-0.9% -$43.4K 2.45% 8
2022
Q1 		$4.97M Sell
92,201
-847
-0.9% -$46.1K 2.41% 9
2021
Q4 		$5.31M Buy
93,048
+1,919
+2% +$109K 2.56% 9
2021
Q3 		$5.05M Buy
91,129
+1,033
+1% +$58.3K 2.75% 7
2021
Q2 		$5.04M Sell
90,096
-316
-0.3% -$17.5K 2.84% 7
2021
Q1 		$4.84M Sell
90,412
-2,435
-3% -$130K 2.97% 7
2020
Q4 		$4.85M Buy
92,847
+3,690
+4% +$186K 3.02% 6
2020
Q3 		$4.32M Buy
89,157
+1,561
+2% +$75.3K 2.49% 8
2020
Q2 		$4.06M Sell
87,596
-1,554
-2% -$69K 2.37% 8
2020
Q1 		$3.69M Buy
89,150
+980
+1% +$45K 2.41% 11
2019
Q4 		$4.06M Buy
88,170
+2,408
+3% +$113K 2.17% 10
2019
Q3 		$3.92M Buy
85,762
+611
+0.7% +$27.9K 2.08% 12
2019
Q2 		$3.92M Buy
85,151
+728
+0.9% +$32.8K 2.14% 13
2019
Q1 		$3.82M Buy
+84,423
New +$3.67M 1.08% 20

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

Weaver Consulting Group's AOR Position: Q1 2026 in Review

Weaver Consulting Group increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 5.5% in Q1 2026, buying an estimated $284K and bringing the position to 81,965 shares worth $5.27M. The position accounts for 1.26% of the portfolio, ranked #17.

Weaver Consulting Group first reported a position in AOR in Q1 2019 and has held it in 29 quarters since. The position peaked at $5.31M in Q4 2021. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Weaver Consulting Group held 81,965 shares of iShares Core 60/40 Balanced Allocation ETF worth $5.27M as of Q1 2026.
  • Weaver Consulting Group bought 4,307 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $284K.
  • iShares Core 60/40 Balanced Allocation ETF made up 1.26% of Weaver Consulting Group's portfolio in Q1 2026, its #17 holding.
  • Weaver Consulting Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2019 and has held it in 29 quarters since.
  • Weaver Consulting Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $5.31M in Q4 2021.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.