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Beacon Pointe Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Beacon Pointe 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
Q1 		$790K Hold
12,272
– – ﹤0.01% 1087
2025
Q4 		$798K Sell
12,272
-92
-0.7% -$5.97K 0.01% 905
2025
Q3 		$796K Buy
12,364
+151
+1% +$9.44K 0.01% 846
2025
Q2 		$752K Sell
12,213
-17
-0.1% -$993 0.01% 756
2025
Q1 		$704K Buy
+12,230
New +$712K 0.01% 735
2024
Q3 		– Sell
-5,788
Closed -$326K – 1227
2024
Q2 		$326K Sell
5,788
-307
-5% -$17K ﹤0.01% 1029
2024
Q1 		$339K Sell
6,095
-108
-2% -$5.82K ﹤0.01% 1067
2023
Q4 		$330K Sell
6,203
-1,816
-23% -$91.7K ﹤0.01% 1049
2023
Q3 		$396K Sell
8,019
-679
-8% -$34.6K ﹤0.01% 960
2023
Q2 		$447K Buy
8,698
+62
+0.7% +$3.12K 0.01% 747
2023
Q1 		$432K Sell
8,636
-925
-10% -$45.5K 0.01% 811
2022
Q4 		$451K Sell
9,561
-623
-6% -$29.3K 0.01% 726
2022
Q3 		$456K Sell
10,184
-58
-0.6% -$2.81K 0.01% 668
2022
Q2 		$493K Buy
+10,242
New +$515K 0.01% 655
2022
Q1 		– Sell
-27,603
Closed -$1.58M – 1193
2021
Q4 		$1.58M Buy
27,603
+255
+0.9% +$14.5K 0.04% 295
2021
Q3 		$1.52M Buy
+27,348
New +$1.54M 0.04% 329

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $1.56T 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 $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Beacon Pointe Advisors's AOR Position: Q1 2026 in Review

Beacon Pointe Advisors held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q1 2026 at 12,272 shares worth $790K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Beacon Pointe Advisors first reported a position in AOR in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.58M in Q4 2021. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Beacon Pointe Advisors held 12,272 shares of iShares Core 60/40 Balanced Allocation ETF worth $790K as of Q1 2026.
  • Beacon Pointe Advisors left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q1 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1087 holding.
  • Beacon Pointe Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2021 and has held it in 16 quarters since.
  • Beacon Pointe Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.58M in Q4 2021.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.