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Annis Gardner Whiting Capital Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Annis Gardner Whiting Capital 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 		$457K Hold
6,574
– – 0.07% 216
2026
Q1 		$423K Hold
6,574
– – 0.07% 211
2025
Q4 		$427K Hold
6,574
– – 0.08% 201
2025
Q3 		$423K Buy
+6,574
New +$411K 0.09% 187

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
MFIM
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
AL
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

Annis Gardner Whiting Capital Advisors's AOR Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 6,574 shares worth $457K. The position accounts for 0.07% of the portfolio, ranked #216.

Annis Gardner Whiting Capital Advisors first reported a position in AOR in Q3 2025 and has held it in 4 quarters since. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 6,574 shares of iShares Core 60/40 Balanced Allocation ETF worth $457K as of Q2 2026.
  • Annis Gardner Whiting Capital 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 0.07% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #216 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • 453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.