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 Q2	$14.9K	Hold	215	–	–	﹤0.01%	750
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 $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 $343M AUM 29.82% 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

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 $4.08B AUM 12.02% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Archer Investment Corporation's AOR Position: Q2 2026 in Review

Archer Investment Corporation held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 215 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Archer Investment Corporation first reported a position in AOR in Q4 2019 and has held it in 16 quarters since. The position peaked at $31K in Q4 2019. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Archer Investment Corporation held 215 shares of iShares Core 60/40 Balanced Allocation ETF worth $14.9K as of Q2 2026.
Archer Investment Corporation 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 Archer Investment Corporation's portfolio in Q2 2026, its #750 holding.
Archer Investment Corporation first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 16 quarters since.
Archer Investment Corporation's iShares Core 60/40 Balanced Allocation ETF position peaked at $31K in Q4 2019.
453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.