Weitzel Financial Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Weitzel Financial Services’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	$2.42M	Buy	35,230 +7,778	+28%	+$530K	0.82%	19
2026 Q1	$1.78M	Buy	27,452 +3,406	+14%	+$225K	0.67%	20
2025 Q4	$1.57M	Buy	24,046 +1,426	+6%	+$92.5K	0.61%	20
2025 Q3	$1.45M	Buy	22,620 +4,542	+25%	+$284K	0.59%	20
2025 Q2	$1.12M	Buy	+18,078	New	+$1.06M	0.48%	22
2025 Q1	–	Sell	-13,137	Closed	-$756K	–	39
2024 Q4	$756K	Buy	13,137 +2,438	+23%	+$143K	0.36%	23
2024 Q3	$633K	Buy	10,699 +2,079	+24%	+$119K	0.3%	24
2024 Q2	$485K	Buy	8,620 +1,648	+24%	+$91.1K	0.24%	24
2024 Q1	$386K	Buy	6,972 +952	+16%	+$51.3K	0.2%	27
2023 Q4	$318K	Buy	6,020 +1,057	+21%	+$53.4K	0.17%	30
2023 Q3	$241K	Buy	4,963 +563	+13%	+$28.7K	0.14%	36
2023 Q2	$226K	Buy	4,400 +350	+9%	+$17.6K	0.13%	36
2023 Q1	$203K	Buy	+4,050	New	+$199K	0.12%	37

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 $313M AUM 37.93% 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 $337M AUM 37.76% 1-Year Est. Return

Weitzel Financial Services's AOR Position: Q2 2026 in Review

Weitzel Financial Services increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 28% in Q2 2026, buying an estimated $530K and bringing the position to 35,230 shares worth $2.42M. The position accounts for 0.82% of the portfolio, ranked #19.

Weitzel Financial Services first reported a position in AOR in Q1 2023 and has held it in 13 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Weitzel Financial Services held 35,230 shares of iShares Core 60/40 Balanced Allocation ETF worth $2.42M as of Q2 2026.
Weitzel Financial Services bought 7,778 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $530K.
iShares Core 60/40 Balanced Allocation ETF made up 0.82% of Weitzel Financial Services's portfolio in Q2 2026, its #19 holding.
Weitzel Financial Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2023 and has held it in 13 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.