Cardinal Point Capital Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Cardinal Point Capital Management’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	$386K	Sell	5,556 -155	-3%	-$10.6K	0.02%	207
2026 Q1	$368K	Buy	5,711 +30	+0.5%	+$1.98K	0.02%	203
2025 Q4	$369K	Buy	5,681 +155	+3%	+$10.1K	0.02%	183
2025 Q3	$354K	Sell	5,526 -2,375	-30%	-$149K	0.02%	187
2025 Q2	$486K	Sell	7,901 -2,060	-21%	-$120K	0.04%	147
2025 Q1	$573K	Hold	9,961	–	–	0.05%	107
2024 Q4	$571K	Hold	9,961	–	–	0.09%	50
2024 Q3	$590K	Buy	9,961 +60	+0.6%	+$3.44K	0.1%	48
2024 Q2	$558K	Sell	9,901 -1,970	-17%	-$109K	0.1%	48
2024 Q1	$661K	Buy	11,871 +110	+0.9%	+$5.93K	0.13%	37
2023 Q4	$626K	Sell	11,761 -3,750	-24%	-$189K	0.15%	34
2023 Q3	$766K	Sell	15,511 -4,865	-24%	-$248K	0.2%	31
2023 Q2	$1.05M	Sell	20,376 -650	-3%	-$32.7K	0.32%	25
2023 Q1	$1.05M	Hold	21,026	–	–	0.32%	26
2022 Q4	$992K	Buy	+21,026	New	+$989K	0.34%	25

Other funds holding AOR

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Cardinal Point Capital Management's AOR Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 2.7% in Q2 2026, selling an estimated $10.6K and leaving 5,556 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #207.

Cardinal Point Capital Management first reported a position in AOR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.05M in Q1 2023. 78 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Cardinal Point Capital Management held 5,556 shares of iShares Core 60/40 Balanced Allocation ETF worth $386K as of Q2 2026.
Cardinal Point Capital Management sold 155 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $10.6K.
iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #207 holding.
Cardinal Point Capital Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 15 quarters since.
Cardinal Point Capital Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.05M in Q1 2023.
78 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.