Clear Creek Financial Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Clear Creek Financial Management’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	$364K	Buy	5,231 +200	+4%	+$13.6K	0.02%	475
2026 Q1	$324K	Buy	5,031 +163	+3%	+$10.7K	0.02%	487
2025 Q4	$316K	Buy	4,868 +282	+6%	+$18.3K	0.03%	482
2025 Q3	$295K	Buy	4,586 +42	+0.9%	+$2.63K	0.03%	484
2025 Q2	$280K	Sell	4,544 -96	-2%	-$5.61K	0.03%	456
2025 Q1	$267K	Buy	4,640 +231	+5%	+$13.4K	0.03%	418
2024 Q4	$253K	Sell	4,409 -10	-0.2%	-$586	0.03%	408
2024 Q3	$262K	Buy	4,419 +159	+4%	+$9.12K	0.03%	380
2024 Q2	$240K	Sell	4,260 -53	-1%	-$2.93K	0.03%	383
2024 Q1	$240K	Sell	4,313 -360	-8%	-$19.4K	0.03%	368
2023 Q4	$249K	Buy	4,673 +142	+3%	+$7.17K	0.04%	284
2023 Q3	$224K	Buy	4,531 +138	+3%	+$7.03K	0.04%	277
2023 Q2	$226K	Buy	4,393 +341	+8%	+$17.2K	0.04%	284
2023 Q1	$203K	Sell	4,052 -254	-6%	-$12.5K	0.04%	279
2022 Q4	$203K	Buy	+4,306	New	+$203K	0.04%	272
2022 Q2	–	Sell	-4,177	Closed	-$225K	–	309
2022 Q1	$225K	Buy	4,177 +123	+3%	+$6.7K	0.04%	294
2021 Q4	$231K	Buy	4,054 +111	+3%	+$6.3K	0.03%	297
2021 Q3	$219K	Buy	3,943 +39	+1%	+$2.2K	0.04%	284
2021 Q2	$219K	Buy	+3,904	New	+$216K	0.03%	287

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

Clear Creek Financial Management's AOR Position: Q2 2026 in Review

Clear Creek Financial Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 4% in Q2 2026, buying an estimated $13.6K and bringing the position to 5,231 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #475.

Clear Creek Financial Management first reported a position in AOR in Q2 2021 and has held it in 19 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Clear Creek Financial Management held 5,231 shares of iShares Core 60/40 Balanced Allocation ETF worth $364K as of Q2 2026.
Clear Creek Financial Management bought 200 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $13.6K.
iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #475 holding.
Clear Creek Financial Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2021 and has held it in 19 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.