Arvest Investments’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Arvest Investments’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	$61.4K	Hold	883	–	–	0.01%	176
2026 Q1	$56.8K	Hold	883	–	–	0.01%	169
2025 Q4	$57.4K	Hold	883	–	–	0.01%	161
2025 Q3	$56.8K	Hold	883	–	–	0.01%	158
2025 Q2	$54.4K	Hold	883	–	–	0.01%	150
2025 Q1	$50.8K	Hold	883	–	–	0.01%	133
2024 Q4	$50.6K	Hold	883	–	–	0.01%	135
2024 Q3	$52.3K	Hold	883	–	–	0.01%	131
2024 Q2	$49.7K	Hold	883	–	–	0.01%	128
2024 Q1	$49.2K	Hold	883	–	–	0.01%	124
2023 Q4	$47K	Buy	+883	New	+$44.6K	0.01%	127

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 $313M AUM 37.93% 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

MFIM

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 $4.05B AUM 19.01% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

Arvest Investments's AOR Position: Q2 2026 in Review

Arvest Investments held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 883 shares worth $61.4K. The position accounts for 0.01% of the portfolio, ranked #176.

Arvest Investments first reported a position in AOR in Q4 2023 and has held it in 11 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Arvest Investments held 883 shares of iShares Core 60/40 Balanced Allocation ETF worth $61.4K as of Q2 2026.
Arvest Investments 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 Arvest Investments's portfolio in Q2 2026, its #176 holding.
Arvest Investments first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and has held it in 11 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.