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Aventus Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Aventus Investment Advisors’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 		$70 Hold
1
– – ﹤0.01% 156
2026
Q1 		$64 Buy
+1
New +$66 ﹤0.01% 147

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 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

Aventus Investment Advisors's AOR Position: Q2 2026 in Review

Aventus Investment Advisors held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 1 share worth $70. The position accounts for ﹤0.01% of the portfolio, ranked #156.

Aventus Investment Advisors first reported a position in AOR in Q1 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Aventus Investment Advisors held 1 share of iShares Core 60/40 Balanced Allocation ETF worth $70 as of Q2 2026.
  • Aventus Investment Advisors 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 Aventus Investment Advisors's portfolio in Q2 2026, its #156 holding.
  • Aventus Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.