Cambridge Investment Research Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.8M | Buy |
214,506
+13,775
| +7% | +$908K | 0.04% | 496 |
|
|
2025
Q4 | $13M | Buy |
200,731
+2,519
| +1% | +$163K | 0.03% | 500 |
|
|
2025
Q3 | $12.8M | Buy |
198,212
+17,369
| +10% | +$1.09M | 0.04% | 484 |
|
|
2025
Q2 | $11.1M | Sell |
180,843
-2,662
| -1% | -$155K | 0.03% | 506 |
|
|
2025
Q1 | $10.6M | Buy |
183,505
+3,278
| +2% | +$191K | 0.04% | 486 |
|
|
2024
Q4 | $10.3M | Buy |
180,227
+7,862
| +5% | +$460K | 0.03% | 478 |
|
|
2024
Q3 | $10.2M | Buy |
172,365
+27
| +0% | +$1.55K | 0.03% | 491 |
|
|
2024
Q2 | $9.71M | Sell |
172,338
-1,698
| -1% | -$93.9K | 0.04% | 482 |
|
|
2024
Q1 | $9.69M | Buy |
174,036
+1,794
| +1% | +$96.7K | 0.04% | 472 |
|
|
2023
Q4 | $9.16M | Buy |
172,242
+512
| +0.3% | +$25.8K | 0.04% | 444 |
|
|
2023
Q3 | $8.48M | Buy |
171,730
+1,620
| +1% | +$82.5K | 0.04% | 433 |
|
|
2023
Q2 | $8.75M | Sell |
170,110
-4,012
| -2% | -$202K | 0.04% | 425 |
|
|
2023
Q1 | $8.71M | Sell |
174,122
-8,531
| -5% | -$420K | 0.04% | 410 |
|
|
2022
Q4 | $8.61M | Sell |
182,653
-6,006
| -3% | -$283K | 0.04% | 411 |
|
|
2022
Q3 | $8.45M | Sell |
188,659
-11,559
| -6% | -$560K | 0.05% | 375 |
|
|
2022
Q2 | $9.61M | Sell |
200,218
-3,864
| -2% | -$194K | 0.05% | 344 |
|
|
2022
Q1 | $11M | Sell |
204,082
-3,885
| -2% | -$212K | 0.05% | 347 |
|
|
2021
Q4 | $11.9M | Buy |
207,967
+1,966
| +1% | +$112K | 0.05% | 318 |
|
|
2021
Q3 | $11.4M | Sell |
206,001
-3,922
| -2% | -$221K | 0.06% | 325 |
|
|
2021
Q2 | $11.8M | Buy |
209,923
+7,689
| +4% | +$425K | 0.06% | 325 |
|
|
2021
Q1 | $10.8M | Buy |
202,234
+5,550
| +3% | +$295K | 0.06% | 308 |
|
|
2020
Q4 | $10.3M | Buy |
196,684
+27,746
| +16% | +$1.4M | 0.06% | 302 |
|
|
2020
Q3 | $8.18M | Buy |
168,938
+9,971
| +6% | +$481K | 0.06% | 321 |
|
|
2020
Q2 | $7.37M | Buy |
158,967
+2,038
| +1% | +$90.5K | 0.06% | 320 |
|
|
2020
Q1 | $6.49M | Sell |
156,929
-26,867
| -15% | -$1.23M | 0.06% | 287 |
|
|
2019
Q4 | $8.79M | Sell |
183,796
-17,179
| -9% | -$805K | 0.07% | 279 |
|
|
2019
Q3 | $9.26M | Sell |
200,975
-23,343
| -10% | -$1.07M | 0.08% | 244 |
|
|
2019
Q2 | $10.3M | Buy |
224,318
+20,890
| +10% | +$941K | 0.09% | 217 |
|
|
2019
Q1 | $9.09M | Buy |
203,428
+23,296
| +13% | +$1.01M | 0.09% | 225 |
|
|
2018
Q4 | $7.44M | Buy |
180,132
+5,212
| +3% | +$223K | 0.08% | 234 |
|
|
2018
Q3 | $7.89M | Buy |
174,920
+6,710
| +4% | +$301K | 0.08% | 255 |
|
|
2018
Q2 | $7.46M | Buy |
168,210
+4,189
| +3% | +$187K | 0.08% | 244 |
|
|
2018
Q1 | $7.31M | Buy |
164,021
+6,853
| +4% | +$310K | 0.08% | 240 |
|
|
2017
Q4 | $7.06M | Buy |
157,168
+30,198
| +24% | +$1.37M | 0.08% | 236 |
|
|
2017
Q3 | $5.69M | Buy |
126,970
+2,654
| +2% | +$117K | 0.08% | 252 |
|
|
2017
Q2 | $5.42M | Buy |
124,316
+9,805
| +9% | +$423K | 0.08% | 243 |
|
|
2017
Q1 | $4.85M | Buy |
114,511
+64,714
| +130% | +$2.7M | 0.08% | 231 |
|
|
2016
Q4 | $2.02M | Buy |
49,797
+6,262
| +14% | +$253K | 0.04% | 434 |
|
|
2016
Q3 | $1.79M | Buy |
43,535
+4,925
| +13% | +$201K | 0.03% | 460 |
|
|
2016
Q2 | $1.55M | Sell |
38,610
-7,505
| -16% | -$297K | 0.03% | 439 |
|
|
2016
Q1 | $1.82M | Sell |
46,115
-4,041
| -8% | -$153K | 0.04% | 375 |
|
|
2015
Q4 | $1.95M | Buy |
50,156
+8,558
| +21% | +$337K | 0.05% | 360 |
|
|
2015
Q3 | $1.59M | Buy |
41,598
+15
| +0% | +$593 | 0.05% | 358 |
|
|
2015
Q2 | $1.69M | Buy |
41,583
+852
| +2% | +$35.2K | 0.05% | 350 |
|
|
2015
Q1 | $1.66M | Sell |
40,731
-8,664
| -18% | -$351K | 0.05% | 344 |
|
|
2014
Q4 | $1.98M | Buy |
49,395
+5,181
| +12% | +$206K | 0.06% | 297 |
|
|
2014
Q3 | $1.75M | Buy |
44,214
+9,930
| +29% | +$398K | 0.05% | 355 |
|
|
2014
Q2 | $1.39M | Buy |
34,284
+3,544
| +12% | +$140K | 0.05% | 363 |
|
|
2014
Q1 | $1.2M | Buy |
30,740
+4,528
| +17% | +$174K | 0.05% | 376 |
|
|
2013
Q4 | $1.01M | Buy |
26,212
+4,337
| +20% | +$164K | 0.04% | 395 |
|
|
2013
Q3 | $807K | Buy |
21,875
+2,145
| +11% | +$78K | 0.04% | 435 |
|
|
2013
Q2 | $700K | Buy |
+19,730
| New | +$710K | 0.04% | 421 |
|
Other funds holding AOR
WAM
MFIM
AL
CWA
Cambridge Investment Research Advisors's AOR Position: Q1 2026 in Review
Cambridge Investment Research Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 6.9% in Q1 2026, buying an estimated $908K and bringing the position to 214,506 shares worth $13.8M. The position accounts for 0.04% of the portfolio, ranked #496.
Cambridge Investment Research Advisors first reported a position in AOR in Q2 2013 and has held it in 52 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.
- Cambridge Investment Research Advisors held 214,506 shares of iShares Core 60/40 Balanced Allocation ETF worth $13.8M as of Q1 2026.
- Cambridge Investment Research Advisors bought 13,775 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $908K.
- iShares Core 60/40 Balanced Allocation ETF made up 0.04% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #496 holding.
- Cambridge Investment Research Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2013 and has held it in 52 quarters since.
- 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.
Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.