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Archford Capital Strategies’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Archford Capital Strategies’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 		$527K Sell
7,587
-103
-1% -$7.01K 0.05% 236
2026
Q1 		$495K Sell
7,690
-800
-9% -$52.7K 0.06% 234
2025
Q4 		$552K Sell
8,490
-936
-10% -$60.7K 0.06% 223
2025
Q3 		$607K Sell
9,426
-462
-5% -$28.9K 0.07% 210
2025
Q2 		$609K Buy
9,888
+76
+0.8% +$4.44K 0.08% 203
2025
Q1 		$565K Sell
9,812
-363
-4% -$21.1K 0.08% 192
2024
Q4 		$583K Sell
10,175
-374
-4% -$21.9K 0.09% 171
2024
Q3 		$622K Buy
10,549
+368
+4% +$21.1K 0.09% 161
2024
Q2 		$573K Sell
10,181
-1,081
-10% -$59.7K 0.09% 165
2024
Q1 		$627K Sell
11,262
-211
-2% -$11.4K 0.11% 160
2023
Q4 		$610K Sell
11,473
-4,328
-27% -$218K 0.11% 152
2023
Q3 		$781K Sell
15,801
-282
-2% -$14.4K 0.16% 145
2023
Q2 		$834K Buy
16,083
+50
+0.3% +$2.52K 0.16% 147
2023
Q1 		$799K Buy
16,033
+611
+4% +$30.1K 0.17% 140
2022
Q4 		$727K Buy
15,422
+22
+0.1% +$1.03K 0.17% 144
2022
Q3 		$690K Sell
15,400
-340
-2% -$16.5K 0.18% 132
2022
Q2 		$756K Buy
15,740
+370
+2% +$18.6K 0.19% 131
2022
Q1 		$824K Sell
15,370
-844
-5% -$46K 0.18% 137
2021
Q4 		$926K Sell
16,214
-206
-1% -$11.7K 0.21% 123
2021
Q3 		$911K Sell
16,420
-395
-2% -$22.3K 0.21% 121
2021
Q2 		$942K Sell
16,815
-2,409
-13% -$133K 0.24% 113
2021
Q1 		$1.06M Sell
19,224
-1,701
-8% -$90.5K 0.28% 94
2020
Q4 		$1.11M Sell
20,925
-711
-3% -$35.8K 0.26% 115
2020
Q3 		$1.05M Sell
21,636
-668
-3% -$32.2K 0.28% 103
2020
Q2 		$1.03M Sell
22,304
-243
-1% -$10.8K 0.31% 100
2020
Q1 		$933K Buy
22,547
+2,991
+15% +$137K 0.36% 81
2019
Q4 		$936K Sell
19,556
-217
-1% -$10.2K 0.32% 97
2019
Q3 		$911K Sell
19,773
-936
-5% -$42.7K 0.34% 92
2019
Q2 		$953K Buy
20,709
+202
+1% +$9.1K 0.35% 87
2019
Q1 		$917K Buy
20,507
+1,960
+11% +$85.2K 0.34% 89
2018
Q4 		$766K Sell
18,547
-1,143
-6% -$48.9K 0.31% 90
2018
Q3 		$889K Sell
19,690
-775
-4% -$34.7K 0.32% 87
2018
Q2 		$908K Sell
20,465
-1,890
-8% -$84.3K 0.32% 87
2018
Q1 		$1.03M Buy
22,355
+2,127
+11% +$96.2K 0.43% 73
2017
Q4 		$909K Sell
20,228
-2,575
-11% -$117K 0.34% 98
2017
Q3 		$1.02M Buy
22,803
+1,891
+9% +$83.4K 0.38% 92
2017
Q2 		$912K Sell
20,912
-1,052
-5% -$45.4K 0.36% 98
2017
Q1 		$931K Buy
21,964
+2,130
+11% +$88.7K 0.35% 101
2016
Q4 		$804K Buy
19,834
+500
+3% +$20.2K 0.34% 103
2016
Q3 		$795K Buy
19,334
+947
+5% +$38.6K 0.33% 113
2016
Q2 		$736K Sell
18,387
-1,225
-6% -$48.5K 0.39% 86
2016
Q1 		$774K Buy
19,612
+789
+4% +$29.9K 0.37% 98
2015
Q4 		$732K Buy
18,823
+2,696
+17% +$106K 0.33% 106
2015
Q3 		$615K Buy
16,127
+817
+5% +$32.3K 0.46% 70
2015
Q2 		$621K Buy
15,310
+3,200
+26% +$132K 0.44% 74
2015
Q1 		$494K Buy
12,110
+980
+9% +$39.7K 0.34% 82
2014
Q4 		$447K Buy
11,130
+2,985
+37% +$119K 0.33% 84
2014
Q3 		$321K Buy
8,145
+4,251
+109% +$170K 0.26% 104
2014
Q2 		$158K Buy
3,894
+1,391
+56% +$55K 0.12% 132
2014
Q1 		$98K Buy
+2,503
New +$96.3K 0.08% 160

Other funds holding AOR

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Archford Capital Strategies's AOR Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.3% in Q2 2026, selling an estimated $7.01K and leaving 7,587 shares worth $527K. The position accounts for 0.05% of the portfolio, ranked #236.

Archford Capital Strategies first reported a position in AOR in Q1 2014 and has held it in 50 quarters since. The position peaked at $1.11M in Q4 2020. 147 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Archford Capital Strategies held 7,587 shares of iShares Core 60/40 Balanced Allocation ETF worth $527K as of Q2 2026.
  • Archford Capital Strategies sold 103 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $7.01K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.05% of Archford Capital Strategies's portfolio in Q2 2026, its #236 holding.
  • Archford Capital Strategies first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2014 and has held it in 50 quarters since.
  • Archford Capital Strategies's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.11M in Q4 2020.
  • 147 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.