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

CGN 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	$294K	Buy	4,233 +115	+3%	+$7.83K	0.02%	279
2026 Q1	$265K	Hold	4,118	–	–	0.02%	283
2025 Q4	$268K	Sell	4,118 -30	-0.7%	-$1.95K	0.02%	285
2025 Q3	$267K	Buy	4,148 +9	+0.2%	+$563	0.02%	283
2025 Q2	$255K	Buy	+4,139	New	+$242K	0.02%	279

Other funds holding AOR

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

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

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

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

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

Selby Wealth Management Emeryville, California $282M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return