XML Financial’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

XML Financial’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	$278K	Sell	4,000 -2,196	-35%	-$150K	0.02%	383
2026 Q1	$399K	Hold	6,196	–	–	0.03%	295
2025 Q4	$403K	Hold	6,196	–	–	0.03%	288
2025 Q3	$399K	Sell	6,196 -22	-0.4%	-$1.38K	0.03%	278
2025 Q2	$383K	Buy	+6,218	New	+$363K	0.03%	276

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

XML Financial's AOR Position: Q2 2026 in Review

XML Financial reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 35% in Q2 2026, selling an estimated $150K and leaving 4,000 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #383.

XML Financial first reported a position in AOR in Q2 2025 and has held it in 5 quarters since. The position peaked at $403K in Q4 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

XML Financial held 4,000 shares of iShares Core 60/40 Balanced Allocation ETF worth $278K as of Q2 2026.
XML Financial sold 2,196 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $150K.
iShares Core 60/40 Balanced Allocation ETF made up 0.02% of XML Financial's portfolio in Q2 2026, its #383 holding.
XML Financial first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2025 and has held it in 5 quarters since.
XML Financial's iShares Core 60/40 Balanced Allocation ETF position peaked at $403K in Q4 2025.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.