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

Camarda 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 Q1	$634K	Sell	9,851 -432	-4%	-$28.5K	0.33%	82
2025 Q4	$668K	Sell	10,283 -137	-1%	-$8.89K	0.25%	85
2025 Q3	$671K	Buy	10,420 +821	+9%	+$51.3K	0.25%	86
2025 Q2	$591K	Buy	9,599 +1,278	+15%	+$74.6K	0.23%	85
2025 Q1	$479K	Sell	8,321 -839	-9%	-$48.8K	0.22%	76
2024 Q4	$525K	Sell	9,160 -360	-4%	-$21.1K	0.2%	80
2024 Q3	$564K	Buy	9,520 +560	+6%	+$32.1K	0.21%	70
2024 Q2	$505K	Sell	8,960 -840	-9%	-$46.4K	0.2%	66
2024 Q1	$546K	Sell	9,800 -195	-2%	-$10.5K	0.22%	62
2023 Q4	$532K	Sell	9,995 -606	-6%	-$30.6K	0.23%	62
2023 Q3	$524K	Sell	10,601 -231	-2%	-$11.8K	0.34%	55
2023 Q2	$557K	Buy	10,832 +1,232	+13%	+$62K	0.28%	59
2023 Q1	$480K	Buy	9,600 +108	+1%	+$5.31K	0.36%	49
2022 Q4	$448K	Buy	9,492 +709	+8%	+$33.4K	0.45%	62
2022 Q3	$393K	Sell	8,783 -1,658	-16%	-$80.3K	0.46%	49
2022 Q2	$501K	Sell	10,441 -532	-5%	-$26.8K	0.5%	46
2022 Q1	$592K	Buy	10,973 +143	+1%	+$7.79K	0.28%	68
2021 Q4	$618K	Sell	10,830 -97	-0.9%	-$5.5K	0.35%	48
2021 Q3	$606K	Sell	10,927 -688	-6%	-$38.8K	0.41%	57
2021 Q2	$650K	Sell	11,615 -1,315	-10%	-$72.6K	0.4%	62
2021 Q1	$693K	Buy	12,930 +1,299	+11%	+$69.1K	0.5%	63
2020 Q4	$607K	Buy	11,631 +1,577	+16%	+$79.4K	0.51%	57
2020 Q3	$487K	Sell	10,054 -279	-3%	-$13.5K	0.59%	38
2020 Q2	$479K	Buy	+10,333	New	+$459K	0.67%	35
2019 Q3	–	Sell	-3,513	Closed	-$162K	–	64
2019 Q2	$162K	Sell	3,513 -422	-11%	-$19K	0.32%	38
2019 Q1	$176K	Sell	3,935 -118	-3%	-$5.13K	0.34%	35
2018 Q4	$167K	Buy	4,053 +188	+5%	+$8.05K	0.2%	47
2018 Q3	$174K	Sell	3,865 -668	-15%	-$29.9K	0.2%	59
2018 Q2	$201K	Buy	4,533 +145	+3%	+$6.47K	0.21%	65
2018 Q1	$196K	Sell	4,388 -1,159	-21%	-$52.4K	0.2%	66
2017 Q4	$249K	Buy	+5,547	New	+$252K	0.3%	62

Other funds holding AOR

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

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

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

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

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

Camarda Financial Advisors's AOR Position: Q1 2026 in Review

Camarda Financial Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 4.2% in Q1 2026, selling an estimated $28.5K and leaving 9,851 shares worth $634K. The position accounts for 0.33% of the portfolio, ranked #82.

Camarda Financial Advisors first reported a position in AOR in Q4 2017 and has held it in 31 quarters since. The position peaked at $693K in Q1 2021. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Camarda Financial Advisors held 9,851 shares of iShares Core 60/40 Balanced Allocation ETF worth $634K as of Q1 2026.
Camarda Financial Advisors sold 432 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $28.5K.
iShares Core 60/40 Balanced Allocation ETF made up 0.33% of Camarda Financial Advisors's portfolio in Q1 2026, its #82 holding.
Camarda Financial Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2017 and has held it in 31 quarters since.
Camarda Financial Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $693K in Q1 2021.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Camarda Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.