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

Ancora 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	$28.9K	Hold	416	–	–	﹤0.01%	1220
2026 Q1	$26.8K	Hold	416	–	–	﹤0.01%	1408
2025 Q4	$27K	Hold	416	–	–	﹤0.01%	1406
2025 Q3	$26.8K	Hold	416	–	–	﹤0.01%	1163
2025 Q2	$25.6K	Hold	416	–	–	﹤0.01%	1173
2025 Q1	$23.9K	Sell	416 -79	-16%	-$4.6K	﹤0.01%	1166
2024 Q4	$28.4K	Buy	495 +79	+19%	+$4.63K	﹤0.01%	1144
2024 Q3	$24.6K	Sell	416 -480	-54%	-$27.5K	﹤0.01%	1152
2024 Q2	$50.5K	Hold	896	–	–	﹤0.01%	944
2024 Q1	$49.9K	Sell	896 -108	-11%	-$5.82K	﹤0.01%	964
2023 Q4	$53.4K	Buy	1,004 +112	+13%	+$5.65K	﹤0.01%	931
2023 Q3	$44.1K	Sell	892 -60	-6%	-$3.06K	﹤0.01%	946
2023 Q2	$49K	Buy	952 +37	+4%	+$1.86K	﹤0.01%	910
2023 Q1	$45.8K	Hold	915	–	–	﹤0.01%	930
2022 Q4	$43K	Hold	915	–	–	﹤0.01%	999
2022 Q3	$41K	Hold	915	–	–	﹤0.01%	1142
2022 Q2	$44K	Hold	915	–	–	﹤0.01%	1208
2022 Q1	$49K	Hold	915	–	–	﹤0.01%	1258
2021 Q4	$52K	Sell	915 -4,799	-84%	-$272K	﹤0.01%	1241
2021 Q3	$317K	Buy	5,714 +2,022	+55%	+$114K	0.01%	665
2021 Q2	$207K	Sell	3,692 -2,257	-38%	-$125K	0.01%	748
2021 Q1	$319K	Buy	5,949 +5,664	+1,987%	+$301K	0.01%	625
2020 Q4	$15K	Hold	285	–	–	﹤0.01%	1117
2020 Q3	$14K	Hold	285	–	–	﹤0.01%	1071
2020 Q2	$13K	Hold	285	–	–	﹤0.01%	1060
2020 Q1	$12K	Hold	285	–	–	﹤0.01%	1142
2019 Q4	$14K	Buy	+285	New	+$13.3K	﹤0.01%	1120
2018 Q4	–	Sell	-159	Closed	-$7K	–	635
2018 Q3	$7K	Buy	+159	New	+$7.12K	﹤0.01%	1218

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

Ancora Advisors's AOR Position: Q2 2026 in Review

Ancora Advisors held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 416 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Ancora Advisors first reported a position in AOR in Q3 2018 and has held it in 28 quarters since. The position peaked at $319K in Q1 2021. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Ancora Advisors held 416 shares of iShares Core 60/40 Balanced Allocation ETF worth $28.9K as of Q2 2026.
Ancora 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 Ancora Advisors's portfolio in Q2 2026, its #1220 holding.
Ancora Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2018 and has held it in 28 quarters since.
Ancora Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $319K in Q1 2021.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

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