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 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	0.02%	563
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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Western Wealth Management's AOR Position: Q1 2026 in Review

Western Wealth Management held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q1 2026 at 3,752 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #862.

Western Wealth Management first reported a position in AOR in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.66M in Q4 2019. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Western Wealth Management held 3,752 shares of iShares Core 60/40 Balanced Allocation ETF worth $241K as of Q1 2026.
Western Wealth Management left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q1 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #862 holding.
Western Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.66M in Q4 2019.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.