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Avalon Capital Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Avalon Capital Management’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 		– Sell
-34,207
Closed -$2.22M – 124
2025
Q4 		$2.22M Buy
+34,207
New +$2.22M 0.53% 42
2025
Q3 		– Sell
-33,568
Closed -$2.07M – 134
2025
Q2 		$2.07M Buy
33,568
+4,162
+14% +$243K 0.56% 46
2025
Q1 		$1.69M Buy
29,406
+11,287
+62% +$657K 0.49% 49
2024
Q4 		$1.04M Sell
18,119
-15,419
-46% -$903K 0.34% 54
2024
Q3 		$1.99M Buy
33,538
+18,918
+129% +$1.08M 0.6% 36
2024
Q2 		$823K Sell
14,620
-428
-3% -$23.7K 0.26% 52
2024
Q1 		$838K Buy
15,048
+1,009
+7% +$54.4K 0.34% 37
2023
Q4 		$747K Buy
+14,039
New +$709K 0.31% 39

Other funds holding AOR

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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AL
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