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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

City Holding Co's AOR Position: Q2 2026 in Review

City Holding Co sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026, closing a stake of 35 shares — an estimated $2.25K sold.

City Holding Co first reported a position in AOR in Q3 2022 and held it in 11 quarters. The position peaked at $2.75K in Q1 2023. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

City Holding Co reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2026 after selling out during the quarter.
City Holding Co sold 35 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $2.25K.
City Holding Co first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2022 and held it in 11 quarters.
City Holding Co's iShares Core 60/40 Balanced Allocation ETF position peaked at $2.75K in Q1 2023.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on City Holding Co's 13F filing for Q2 2026, filed 10 Jul 2026.