City Holding Co’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

City Holding Co’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	–	Sell	-35	Closed	-$2.25K	–	589
2026 Q1	$2.25K	Hold	35	–	–	﹤0.01%	548
2025 Q4	$2.27K	Hold	35	–	–	﹤0.01%	564
2025 Q3	$2.25K	Hold	35	–	–	﹤0.01%	565
2025 Q2	$2.15K	Hold	35	–	–	﹤0.01%	468
2025 Q1	$2.01K	Hold	35	–	–	﹤0.01%	592
2024 Q4	$2K	Hold	35	–	–	﹤0.01%	453
2024 Q3	$2.07K	Hold	35	–	–	﹤0.01%	442
2024 Q2	$1.97K	Buy	+35	New	+$1.94K	﹤0.01%	444
2023 Q2	–	Sell	-55	Closed	-$2.75K	–	514
2023 Q1	$2.75K	Hold	55	–	–	﹤0.01%	483
2022 Q4	$2.59K	Hold	55	–	–	﹤0.01%	481
2022 Q3	$2K	Buy	+55	New	+$2.66K	﹤0.01%	486

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