Archer Investment Corporation’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Archer Investment Corporation’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	$13.8K	Hold	215	–	–	﹤0.01%	740
2025 Q4	$14K	Hold	215	–	–	﹤0.01%	665
2025 Q3	$13.8K	Hold	215	–	–	﹤0.01%	668
2025 Q2	$13.2K	Hold	215	–	–	﹤0.01%	660
2025 Q1	$12.4K	Hold	215	–	–	﹤0.01%	658
2024 Q4	$12.3K	Hold	215	–	–	﹤0.01%	659
2024 Q3	$12.7K	Hold	215	–	–	﹤0.01%	644
2024 Q2	$12.1K	Hold	215	–	–	﹤0.01%	632
2024 Q1	$12K	Hold	215	–	–	﹤0.01%	622
2023 Q4	$11.4K	Hold	215	–	–	﹤0.01%	629
2023 Q3	$10.6K	Hold	215	–	–	﹤0.01%	613
2023 Q2	$11.1K	Buy	+215	New	+$10.8K	﹤0.01%	602
2020 Q3	–	Sell	-532	Closed	-$24.7K	–	652
2020 Q2	$24.7K	Sell	532 -107	-17%	-$4.75K	0.01%	324
2020 Q1	$26K	Hold	639	–	–	0.02%	309
2019 Q4	$31K	Buy	+639	New	+$29.9K	0.02%	355

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 $6.18B AUM 18.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

CWA

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

Archer Investment Corporation's AOR Position: Q1 2026 in Review

Archer Investment Corporation held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q1 2026 at 215 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Archer Investment Corporation first reported a position in AOR in Q4 2019 and has held it in 15 quarters since. The position peaked at $31K in Q4 2019. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Archer Investment Corporation held 215 shares of iShares Core 60/40 Balanced Allocation ETF worth $13.8K as of Q1 2026.
Archer Investment Corporation left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q1 2026.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Archer Investment Corporation's portfolio in Q1 2026, its #740 holding.
Archer Investment Corporation first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 15 quarters since.
Archer Investment Corporation's iShares Core 60/40 Balanced Allocation ETF position peaked at $31K in Q4 2019.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.