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Capital Insight Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Capital Insight Partners’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 		– Sell
-21,041
Closed -$1.37M – 9
2025
Q4 		$1.37M Sell
21,041
-88
-0.4% -$5.71K 0.29% 73
2025
Q3 		$1.36M Buy
21,129
+171
+0.8% +$10.7K 0.23% 82
2025
Q2 		$1.29M Hold
20,958
– – 0.22% 82
2025
Q1 		$1.21M Buy
20,958
+109
+0.5% +$6.34K 0.21% 85
2024
Q4 		$1.2M Sell
20,849
-2,714
-12% -$159K 0.21% 88
2024
Q3 		$1.4M Sell
23,563
-668
-3% -$38.3K 0.24% 83
2024
Q2 		$1.36M Sell
24,231
-426
-2% -$23.5K 0.26% 82
2024
Q1 		$1.37M Sell
24,657
-4,205
-15% -$227K 0.26% 80
2023
Q4 		$1.54M Buy
28,862
+191
+0.7% +$9.64K 0.31% 76
2023
Q3 		$1.42M Buy
28,671
+522
+2% +$26.6K 0.32% 77
2023
Q2 		$1.45M Buy
28,149
+62
+0.2% +$3.12K 0.32% 76
2023
Q1 		$1.41M Buy
28,087
+526
+2% +$25.9K 0.33% 82
2022
Q4 		$1.3M Buy
27,561
+1,298
+5% +$61.1K 0.34% 77
2022
Q3 		$1.18M Sell
26,263
-1,319
-5% -$63.9K 0.32% 80
2022
Q2 		$1.32M Sell
27,582
-218
-0.8% -$11K 0.31% 95
2022
Q1 		$1.5M Sell
27,800
-732
-3% -$39.9K 0.31% 98
2021
Q4 		$1.63M Buy
28,532
+1,107
+4% +$62.8K 0.33% 99
2021
Q3 		$1.52M Buy
27,425
+2,021
+8% +$114K 0.33% 102
2021
Q2 		$1.42M Buy
25,404
+1,557
+7% +$86K 0.32% 101
2021
Q1 		$1.28M Buy
23,847
+1,513
+7% +$80.5K 0.31% 104
2020
Q4 		$1.17M Buy
22,334
+2,915
+15% +$147K 0.29% 108
2020
Q3 		$941K Buy
19,419
+901
+5% +$43.5K 0.26% 112
2020
Q2 		$859K Sell
18,518
-760
-4% -$33.8K 0.27% 110
2020
Q1 		$798K Sell
19,278
-3,576
-16% -$164K 0.42% 73
2019
Q4 		$1.09M Buy
+22,854
New +$1.07M 0.5% 62

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 $3.51B AUM 13.98% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Capital Insight Partners's AOR Position: Q1 2026 in Review

Capital Insight Partners sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026, closing a stake of 21,041 shares — an estimated $1.37M sold.

Capital Insight Partners first reported a position in AOR in Q4 2019 and held it in 25 quarters. The position peaked at $1.63M in Q4 2021. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Capital Insight Partners reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 21,041 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $1.37M.
  • Capital Insight Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and held it in 25 quarters.
  • Capital Insight Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.63M in Q4 2021.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.