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

AlphaCore Capital’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	$8.97K	Hold	129	–	–	﹤0.01%	1403
2026 Q1	$8.3K	Hold	129	–	–	﹤0.01%	1118
2025 Q4	$8.39K	Hold	129	–	–	﹤0.01%	1326
2025 Q3	$8.3K	Buy	129 +1	+0.8%	+$63	﹤0.01%	998
2025 Q2	$7.88K	Buy	+128	New	+$7.48K	﹤0.01%	972

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

AlphaCore Capital's AOR Position: Q2 2026 in Review

AlphaCore Capital held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 129 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

AlphaCore Capital 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.

AlphaCore Capital held 129 shares of iShares Core 60/40 Balanced Allocation ETF worth $8.97K as of Q2 2026.
AlphaCore Capital 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 AlphaCore Capital's portfolio in Q2 2026, its #1403 holding.
AlphaCore Capital 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 AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.