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Westmount Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Westmount Partners’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 		$1.69M Buy
24,291
+7,006
+41% +$477K 0.37% 62
2026
Q1 		$1.11M Buy
17,285
+1,466
+9% +$96.6K 0.27% 77
2025
Q4 		$1.03M Buy
15,819
+948
+6% +$61.5K 0.26% 75
2025
Q3 		$961K Buy
14,871
+2,372
+19% +$148K 0.25% 76
2025
Q2 		$770K Buy
12,499
+371
+3% +$21.7K 0.21% 90
2025
Q1 		$698K Sell
12,128
-401
-3% -$23.3K 0.21% 100
2024
Q4 		$718K Buy
12,529
+515
+4% +$30.2K 0.22% 90
2024
Q3 		$712K Sell
12,014
-10
-0.1% -$573 0.21% 93
2024
Q2 		$676K Buy
12,024
+123
+1% +$6.8K 0.22% 93
2024
Q1 		$663K Sell
11,901
-426
-3% -$23K 0.24% 92
2023
Q4 		$656K Sell
12,327
-2,066
-14% -$104K 0.27% 83
2023
Q3 		$711K Sell
14,393
-617
-4% -$31.4K 0.31% 76
2023
Q2 		$772K Buy
15,010
+1,841
+14% +$92.6K 0.34% 61
2023
Q1 		$659K Buy
13,169
+1,058
+9% +$52.1K 0.3% 74
2022
Q4 		$571K Buy
+12,111
New +$570K 0.3% 81

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

Westmount Partners's AOR Position: Q2 2026 in Review

Westmount Partners increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 41% in Q2 2026, buying an estimated $477K and bringing the position to 24,291 shares worth $1.69M. The position accounts for 0.37% of the portfolio, ranked #62.

Westmount Partners first reported a position in AOR in Q4 2022 and has held it in 15 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Westmount Partners held 24,291 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.69M as of Q2 2026.
  • Westmount Partners bought 7,006 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $477K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.37% of Westmount Partners's portfolio in Q2 2026, its #62 holding.
  • Westmount Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 15 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.