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Cahill Financial Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Cahill Financial 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 		$2.68M Buy
38,610
+137
+0.4% +$9.33K 0.26% 66
2026
Q1 		$2.48M Buy
38,473
+76
+0.2% +$5.01K 0.27% 65
2025
Q4 		$2.5M Sell
38,397
-42
-0.1% -$2.73K 0.27% 64
2025
Q3 		$2.47M Buy
38,439
+37
+0.1% +$2.31K 0.28% 60
2025
Q2 		$2.36M Sell
38,402
-697
-2% -$40.7K 0.29% 59
2025
Q1 		$2.25M Sell
39,099
-1,650
-4% -$96K 0.31% 55
2024
Q4 		$2.34M Sell
40,749
-300
-0.7% -$17.6K 0.32% 57
2024
Q3 		$2.43M Buy
41,049
+19
+0% +$1.09K 0.33% 55
2024
Q2 		$2.31M Buy
41,030
+12
+0% +$663 0.32% 62
2024
Q1 		$2.28M Sell
41,018
-3,343
-8% -$180K 0.31% 65
2023
Q4 		$2.36M Buy
44,361
+18
+0% +$909 0.35% 60
2023
Q3 		$2.19M Buy
44,343
+23
+0.1% +$1.17K 0.36% 57
2023
Q2 		$2.28M Sell
44,320
-1
-0% -$50 0.37% 57
2023
Q1 		$2.22M Buy
44,321
+119
+0.3% +$5.86K 0.39% 56
2022
Q4 		$2.08M Buy
44,202
+51
+0.1% +$2.4K 0.4% 58
2022
Q3 		$1.98M Sell
44,151
-982
-2% -$47.6K 0.42% 58
2022
Q2 		$2.17M Buy
45,133
+4,903
+12% +$247K 0.46% 57
2022
Q1 		$2.17M Buy
40,230
+116
+0.3% +$6.32K 0.41% 60
2021
Q4 		$2.29M Buy
40,114
+200
+0.5% +$11.3K 0.44% 55
2021
Q3 		$2.21M Sell
39,914
-381
-0.9% -$21.5K 0.45% 54
2021
Q2 		$2.26M Sell
40,295
-1,168
-3% -$64.5K 0.51% 48
2021
Q1 		$2.22M Sell
41,463
-6,504
-14% -$346K 0.54% 44
2020
Q4 		$2.5M Sell
47,967
-12,257
-20% -$617K 0.63% 40
2020
Q3 		$2.92M Sell
60,224
-35,046
-37% -$1.69M 1.05% 23
2020
Q2 		$4.42M Sell
95,270
-6,459
-6% -$287K 1.71% 11
2020
Q1 		$4.21M Sell
101,729
-56,401
-36% -$2.59M 1.95% 10
2019
Q4 		$7.57M Sell
158,130
-8,835
-5% -$414K 2.75% 5
2019
Q3 		$7.69M Sell
166,965
-57,930
-26% -$2.65M 2.99% 5
2019
Q2 		$10.3M Sell
224,895
-1,153
-0.5% -$51.9K 4.1% 4
2019
Q1 		$10.1M Buy
226,048
+213,583
+1,713% +$9.28M 4.21% 3
2018
Q4 		$515K Buy
+12,465
New +$534K 0.26% 89
2014
Q1 		– Sell
-9,280
Closed -$358K – 109
2013
Q4 		$358K Buy
+9,280
New +$350K 0.31% 74

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $337M AUM 37.76% 1-Year Est. Return

Cahill Financial Advisors's AOR Position: Q2 2026 in Review

Cahill Financial Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.36% in Q2 2026, buying an estimated $9.33K and bringing the position to 38,610 shares worth $2.68M. The position accounts for 0.26% of the portfolio, ranked #66.

Cahill Financial Advisors first reported a position in AOR in Q4 2013 and has held it in 32 quarters since. The position peaked at $10.3M in Q2 2019. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Cahill Financial Advisors held 38,610 shares of iShares Core 60/40 Balanced Allocation ETF worth $2.68M as of Q2 2026.
  • Cahill Financial Advisors bought 137 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $9.33K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.26% of Cahill Financial Advisors's portfolio in Q2 2026, its #66 holding.
  • Cahill Financial Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2013 and has held it in 32 quarters since.
  • Cahill Financial Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $10.3M in Q2 2019.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.