Westside Investment Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Westside Investment 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	$2.14M	Buy	30,810 +8,970	+41%	+$611K	0.28%	91
2026 Q1	$1.41M	Buy	21,840 +9,110	+72%	+$601K	0.22%	107
2025 Q4	$828K	Buy	12,730 +3,365	+36%	+$218K	0.13%	138
2025 Q3	$603K	Buy	9,365 +2,155	+30%	+$135K	0.1%	166
2025 Q2	$444K	Buy	+7,210	New	+$421K	0.08%	174

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

Westside Investment Management's AOR Position: Q2 2026 in Review

Westside Investment Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 41% in Q2 2026, buying an estimated $611K and bringing the position to 30,810 shares worth $2.14M. The position accounts for 0.28% of the portfolio, ranked #91.

Westside Investment Management first reported a position in AOR in Q2 2025 and has held it in 5 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Westside Investment Management held 30,810 shares of iShares Core 60/40 Balanced Allocation ETF worth $2.14M as of Q2 2026.
Westside Investment Management bought 8,970 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $611K.
iShares Core 60/40 Balanced Allocation ETF made up 0.28% of Westside Investment Management's portfolio in Q2 2026, its #91 holding.
Westside Investment Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2025 and has held it in 5 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.