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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

CGN Advisors's AOR Position: Q2 2026 in Review

CGN Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 2.8% in Q2 2026, buying an estimated $7.83K and bringing the position to 4,233 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #279.

CGN Advisors first reported a position in AOR in Q2 2025 and has held it in 5 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • CGN Advisors held 4,233 shares of iShares Core 60/40 Balanced Allocation ETF worth $294K as of Q2 2026.
  • CGN Advisors bought 115 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $7.83K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.02% of CGN Advisors's portfolio in Q2 2026, its #279 holding.
  • CGN Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2025 and has held it in 5 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.