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

Aptus 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 		$87.2K Buy
1,254
+121
+11% +$8.24K ﹤0.01% 1283
2026
Q1 		$72.9K Buy
1,133
+14
+1% +$923 ﹤0.01% 1213
2025
Q4 		$72.7K Buy
1,119
+39
+4% +$2.53K ﹤0.01% 1233
2025
Q3 		$69.5K Buy
1,080
+8
+0.7% +$500 ﹤0.01% 1186
2025
Q2 		$66K Buy
1,072
+5
+0.5% +$292 ﹤0.01% 1145
2025
Q1 		$61.4K Sell
1,067
-763
-42% -$44.4K ﹤0.01% 1081
2024
Q4 		$105K Buy
1,830
+532
+41% +$31.2K ﹤0.01% 999
2024
Q3 		$76.9K Buy
1,298
+980
+308% +$56.2K ﹤0.01% 887
2024
Q2 		$17.9K Sell
318
-9
-3% -$497 ﹤0.01% 983
2024
Q1 		$18.2K Buy
327
+317
+3,170% +$17.1K ﹤0.01% 980
2023
Q4 		$532 Sell
10
-4
-29% -$202 ﹤0.01% 899
2023
Q3 		$692 Sell
14
-7
-33% -$356 ﹤0.01% 890
2023
Q2 		$1.08K Hold
21
– – ﹤0.01% 779
2023
Q1 		$1.05K Buy
21
+11
+110% +$541 ﹤0.01% 771
2022
Q4 		$472 Hold
10
– – ﹤0.01% 777
2022
Q3 		$0 Hold
10
– – ﹤0.01% 766
2022
Q2 		$0 Hold
10
– – ﹤0.01% 659
2022
Q1 		$1K Hold
10
– – ﹤0.01% 665
2021
Q4 		$1K Hold
10
– – ﹤0.01% 542
2021
Q3 		$1K Hold
10
– – ﹤0.01% 520
2021
Q2 		$1K Hold
10
– – ﹤0.01% 549
2021
Q1 		$1K Buy
+10
New +$532 ﹤0.01% 502

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 $313M AUM 37.93% 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 $337M AUM 37.76% 1-Year Est. Return

Aptus Capital Advisors's AOR Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 11% in Q2 2026, buying an estimated $8.24K and bringing the position to 1,254 shares worth $87.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Aptus Capital Advisors first reported a position in AOR in Q1 2021 and has held it in 22 quarters since. The position peaked at $105K in Q4 2024. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Aptus Capital Advisors held 1,254 shares of iShares Core 60/40 Balanced Allocation ETF worth $87.2K as of Q2 2026.
  • Aptus Capital Advisors bought 121 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $8.24K.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1283 holding.
  • Aptus Capital Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2021 and has held it in 22 quarters since.
  • Aptus Capital Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $105K in Q4 2024.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.