Advance Capital Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Advance Capital 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 Q1	$393K	Buy	+6,102	New	+$402K	0.01%	120

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Advance Capital Management's AOR Position: Q1 2026 in Review

Advance Capital Management opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026: 6,102 shares worth $393K. The stake represents 0.01% of the portfolio and ranks #120 among its holdings.

407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Advance Capital Management held 6,102 shares of iShares Core 60/40 Balanced Allocation ETF worth $393K as of Q1 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Advance Capital Management position in Q1 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Advance Capital Management's portfolio in Q1 2026, its #120 holding.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.