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Wolff Wiese Magana’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Wolff Wiese Magana’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 		$161K Buy
2,311
+1
+0% +$68 0.07% 135
2026
Q1 		$149K Sell
2,310
-37
-2% -$2.44K 0.08% 126
2025
Q4 		$153K Buy
2,347
+2
+0.1% +$130 0.08% 123
2025
Q3 		$151K Sell
2,345
-100
-4% -$6.25K 0.09% 125
2025
Q2 		$151K Buy
2,445
+1
+0% +$58 0.09% 121
2025
Q1 		$141K Sell
2,444
-25
-1% -$1.46K 0.1% 114
2024
Q4 		$142K Buy
2,469
+2
+0.1% +$117 0.09% 123
2024
Q3 		$146K Buy
2,467
+3
+0.1% +$172 0.1% 114
2024
Q2 		$139K Hold
2,464
– – 0.11% 104
2024
Q1 		$137K Sell
2,464
-9
-0.4% -$485 0.12% 94
2023
Q4 		$132K Sell
2,473
-1,577
-39% -$79.6K 0.13% 94
2023
Q3 		$200K Buy
4,050
+112
+3% +$5.7K 0.16% 97
2023
Q2 		$203K Sell
3,938
-495
-11% -$24.9K 0.16% 93
2023
Q1 		$222K Sell
4,433
-131
-3% -$6.45K 0.18% 87
2022
Q4 		$215K Buy
4,564
+139
+3% +$6.54K 0.18% 88
2022
Q3 		$198K Buy
4,425
+1,173
+36% +$56.8K 0.16% 103
2022
Q2 		$156K Buy
3,252
+11
+0.3% +$554 0.11% 135
2022
Q1 		$175K Hold
3,241
– – 0.12% 134
2021
Q4 		$185K Buy
3,241
+171
+6% +$9.7K 0.12% 138
2021
Q3 		$170K Buy
3,070
+26
+0.9% +$1.47K 0.12% 141
2021
Q2 		$170K Buy
3,044
+174
+6% +$9.61K 0.12% 138
2021
Q1 		$154K Sell
2,870
-179
-6% -$9.52K 0.12% 137
2020
Q4 		$159K Buy
+3,049
New +$153K 0.13% 136

Other funds holding AOR

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Wolff Wiese Magana's AOR Position: Q2 2026 in Review

Wolff Wiese Magana increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.04% in Q2 2026, buying an estimated $68 and bringing the position to 2,311 shares worth $161K. The position accounts for 0.07% of the portfolio, ranked #135.

Wolff Wiese Magana first reported a position in AOR in Q4 2020 and has held it in 23 quarters since. The position peaked at $222K in Q1 2023. 147 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Wolff Wiese Magana held 2,311 shares of iShares Core 60/40 Balanced Allocation ETF worth $161K as of Q2 2026.
  • Wolff Wiese Magana bought 1 iShares Core 60/40 Balanced Allocation ETF share in Q2 2026, an estimated $68.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.07% of Wolff Wiese Magana's portfolio in Q2 2026, its #135 holding.
  • Wolff Wiese Magana first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and has held it in 23 quarters since.
  • Wolff Wiese Magana's iShares Core 60/40 Balanced Allocation ETF position peaked at $222K in Q1 2023.
  • 147 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.