WWM
AOR icon

Western Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Western Wealth Management’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 		– Sell
-3,752
Closed -$241K – 1010
2026
Q1 		$241K Hold
3,752
– – 0.01% 862
2025
Q4 		$244K Buy
3,752
+1
+0% +$65 0.01% 737
2025
Q3 		$242K Sell
3,751
-297
-7% -$18.6K 0.01% 677
2025
Q2 		$249K Hold
4,048
– – 0.01% 618
2025
Q1 		$233K Sell
4,048
-502
-11% -$29.2K 0.02% 604
2024
Q4 		$261K Buy
4,550
+340
+8% +$19.9K 0.01% 649
2024
Q3 		$249K Hold
4,210
– – 0.01% 659
2024
Q2 		$237K Sell
4,210
-3,143
-43% -$174K 0.02% 575
2024
Q1 		$409K Hold
7,353
– – 0.03% 419
2023
Q4 		$391K Buy
7,353
+30
+0.4% +$1.51K 0.03% 473
2023
Q3 		$362K Hold
7,323
– – 0.03% 458
2023
Q2 		$377K Sell
7,323
-1,300
-15% -$65.4K 0.03% 447
2023
Q1 		$431K Sell
8,623
-14
-0.2% -$689 0.04% 405
2022
Q4 		$407K Sell
8,637
-9,774
-53% -$460K 0.04% 383
2022
Q3 		$825K Sell
18,411
-7,748
-30% -$375K 0.05% 351
2022
Q2 		$1.26M Sell
26,159
-2,443
-9% -$123K 0.07% 262
2022
Q1 		$1.54M Buy
28,602
+13,726
+92% +$747K 0.07% 251
2021
Q4 		$851K Buy
+14,876
New +$844K 0.08% 221
2021
Q2 		$596K Buy
10,631
+4
+0% +$221 0.06% 323
2021
Q1 		$569K Buy
10,627
+1,409
+15% +$74.9K 0.08% 254
2020
Q4 		$481K Buy
9,218
+230
+3% +$11.6K 0.07% 261
2020
Q3 		$435K Buy
8,988
+1,667
+23% +$80.4K 0.07% 261
2020
Q2 		$340K Hold
7,321
– – 0.06% 291
2020
Q1 		$303K Sell
7,321
-27,291
-79% -$1.25M 0.07% 270
2019
Q4 		$1.66M Buy
34,612
+124
+0.4% +$5.81K 0.25% 91
2019
Q3 		$1.59M Buy
34,488
+648
+2% +$29.6K 0.33% 72
2019
Q2 		$1.56M Buy
33,840
+170
+0.5% +$7.66K 0.2% 98
2019
Q1 		$1.51M Buy
33,670
+28,750
+584% +$1.25M 0.34% 74
2018
Q4 		$203K Buy
+4,920
New +$211K 0.05% 328

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

Western Wealth Management's AOR Position: Q2 2026 in Review

Western Wealth Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026, closing a stake of 3,752 shares — an estimated $241K sold.

Western Wealth Management first reported a position in AOR in Q4 2018 and held it in 29 quarters. The position peaked at $1.66M in Q4 2019. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Western Wealth Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Western Wealth Management sold 3,752 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $241K.
  • Western Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2018 and held it in 29 quarters.
  • Western Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.66M in Q4 2019.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.