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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		– Sell
-13,455
Closed -$866K – 255
2026
Q1 		$866K Sell
13,455
-1,518
-10% -$100K 0.01% 184
2025
Q4 		$973K Sell
14,973
-223
-1% -$14.5K 0.01% 165
2025
Q3 		$978K Sell
15,196
-730
-5% -$45.6K 0.02% 164
2025
Q2 		$981K Sell
15,926
-464
-3% -$27.1K 0.02% 164
2025
Q1 		$944K Sell
16,390
-114
-0.7% -$6.64K 0.02% 156
2024
Q4 		$946K Sell
16,504
-185
-1% -$10.8K 0.02% 149
2024
Q3 		$989K Buy
16,689
+301
+2% +$17.3K 0.02% 141
2024
Q2 		$923K Sell
16,388
-1,367
-8% -$75.6K 0.02% 138
2024
Q1 		$988K Sell
17,755
-6,277
-26% -$339K 0.02% 133
2023
Q4 		$1.28M Sell
24,032
-1,258
-5% -$63.5K 0.03% 121
2023
Q3 		$1.25M Buy
25,290
+4,366
+21% +$222K 0.04% 114
2023
Q2 		$1.08M Buy
20,924
+4,027
+24% +$203K 0.03% 125
2023
Q1 		$845K Sell
16,897
-2,717
-14% -$134K 0.02% 142
2022
Q4 		$925K Buy
19,614
+1,404
+8% +$66.1K 0.03% 137
2022
Q3 		$815K Buy
18,210
+694
+4% +$33.6K 0.1% 62
2022
Q2 		$841K Buy
17,516
+1,068
+6% +$53.8K 0.03% 139
2022
Q1 		$888K Buy
16,448
+2,865
+21% +$156K 0.03% 148
2021
Q4 		$775K Buy
13,583
+4,587
+51% +$260K 0.03% 137
2021
Q3 		$499K Buy
8,996
+4,576
+104% +$258K 0.02% 225
2021
Q2 		$248K Buy
+4,420
New +$244K 0.01% 289

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

CLA (CliftonLarsonAllen) Wealth Advisors's AOR Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026, closing a stake of 13,455 shares — an estimated $866K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AOR in Q2 2021 and held it in 20 quarters. The position peaked at $1.28M in Q4 2023. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 13,455 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $866K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2021 and held it in 20 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.28M in Q4 2023.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.