Avantax Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Avantax Advisory Services’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
2025 Q2	$2.53M	Sell	41,105 -479	-1%	-$28K	0.01%	691
2025 Q1	$2.39M	Sell	41,584 -35,818	-46%	-$2.08M	0.01%	666
2024 Q4	$4.44M	Buy	77,402 +36,140	+88%	+$2.12M	0.03%	441
2024 Q3	$2.44M	Buy	41,262 +1,155	+3%	+$66.2K	0.02%	607
2024 Q2	$2.26M	Sell	40,107 -1,889	-4%	-$104K	0.02%	614
2024 Q1	$2.34M	Sell	41,996 -1,818	-4%	-$98K	0.02%	497
2023 Q4	$2.33M	Buy	43,814 +9,548	+28%	+$482K	0.02%	465
2023 Q3	$1.69M	Buy	34,266 +4,370	+15%	+$223K	0.02%	508
2023 Q2	$1.54M	Buy	29,896 +1,710	+6%	+$86K	0.02%	544
2023 Q1	$1.41M	Buy	28,186 +860	+3%	+$42.3K	0.02%	553
2022 Q4	$1.29M	Buy	27,326 +8,758	+47%	+$412K	0.02%	544
2022 Q3	$831K	Buy	18,568 +4,183	+29%	+$203K	0.01%	615
2022 Q2	$690K	Buy	14,385 +1,702	+13%	+$85.7K	0.01%	652
2022 Q1	$686K	Buy	12,683 +446	+4%	+$24.3K	0.01%	672
2021 Q4	$699K	Sell	12,237 -134	-1%	-$7.6K	0.01%	636
2021 Q3	$684K	Buy	12,371 +824	+7%	+$46.5K	0.01%	601
2021 Q2	$647K	Buy	11,547 +200	+2%	+$11K	0.01%	604
2021 Q1	$606K	Buy	11,347 +5,085	+81%	+$270K	0.01%	562
2020 Q4	$327K	Sell	6,262 -9,740	-61%	-$490K	0.01%	690
2020 Q3	$776K	Buy	+16,002	New	+$772K	0.01%	625
2020 Q2	–	Sell	-12,433	Closed	-$515K	–	852
2020 Q1	$515K	Buy	+12,433	New	+$571K	0.02%	431

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

CWA

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

Avantax Advisory Services's AOR Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.2% in Q2 2025, selling an estimated $28K and leaving 41,105 shares worth $2.53M. The position accounts for 0.01% of the portfolio, ranked #691.

Avantax Advisory Services first reported a position in AOR in Q1 2020 and has held it in 21 quarters since. The position peaked at $4.44M in Q4 2024. 366 funds tracked by Wall St. Rank hold AOR as of Q2 2025.

Avantax Advisory Services held 41,105 shares of iShares Core 60/40 Balanced Allocation ETF worth $2.53M as of Q2 2025.
Avantax Advisory Services sold 479 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2025, an estimated $28K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #691 holding.
Avantax Advisory Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2020 and has held it in 21 quarters since.
Avantax Advisory Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $4.44M in Q4 2024.
366 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.