World Investment Advisors
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World Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

World Investment Advisors’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 		$688K Hold
10,689
– – 0.01% 827
2026
Q1 		$688K Sell
10,689
-1,353
-11% -$89.2K 0.01% 850
2025
Q4 		$783K Buy
12,042
+3,998
+50% +$259K 0.01% 767
2025
Q3 		$518K Sell
8,044
-1,105
-12% -$69.1K 0.01% 771
2025
Q2 		$563K Sell
9,149
-91
-1% -$5.32K 0.01% 693
2025
Q1 		$532K Sell
9,240
-1,126
-11% -$65.5K 0.01% 682
2024
Q4 		$594K Buy
10,366
+1,455
+16% +$85.2K 0.02% 619
2024
Q3 		$528K Buy
8,911
+4,634
+108% +$266K 0.02% 584
2024
Q2 		$241K Hold
4,277
– – 0.02% 546
2024
Q1 		$238K Hold
4,277
– – 0.03% 348
2023
Q4 		$227K Buy
+4,277
New +$216K 0.03% 344

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 $343M AUM 29.82% 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
Mesirow Financial Investment Management
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
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

World Investment Advisors's AOR Position: Q2 2026 in Review

World Investment Advisors held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 10,689 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #827.

World Investment Advisors first reported a position in AOR in Q4 2023 and has held it in 11 quarters since. The position peaked at $783K in Q4 2025. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • World Investment Advisors held 10,689 shares of iShares Core 60/40 Balanced Allocation ETF worth $688K as of Q2 2026.
  • World Investment Advisors left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #827 holding.
  • World Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and has held it in 11 quarters since.
  • World Investment Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $783K in Q4 2025.
  • 453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.