Clear Point Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Clear Point 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	$486K	Buy	+6,991	New	+$476K	0.43%	59
2026 Q1	–	Sell	-5,314	Closed	-$345K	–	76
2025 Q4	$345K	Buy	5,314 +1,511	+40%	+$98K	0.27%	95
2025 Q3	$245K	Buy	3,803 +102	+3%	+$6.38K	0.19%	105
2025 Q2	$228K	Buy	3,701 +6	+0.2%	+$350	0.19%	103
2025 Q1	$213K	Sell	3,695 -1,585	-30%	-$92.3K	0.19%	104
2024 Q4	$303K	Sell	5,280 -107	-2%	-$6.27K	0.26%	89
2024 Q3	$319K	Buy	5,387 +338	+7%	+$19.4K	0.25%	85
2024 Q2	$284K	Buy	5,049 +104	+2%	+$5.75K	0.23%	89
2024 Q1	$275K	Buy	4,945 +27	+0.5%	+$1.46K	0.23%	90
2023 Q4	$262K	Buy	+4,918	New	+$248K	0.23%	85

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 Point Advisors's AOR Position: Q2 2026 in Review

Clear Point Advisors opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 6,991 shares worth $486K. The stake represents 0.43% of the portfolio and ranks #59 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in AOR as recently as Q4 2025.

Clear Point Advisors first reported a position in AOR in Q4 2023 and has held it in 10 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Clear Point Advisors held 6,991 shares of iShares Core 60/40 Balanced Allocation ETF worth $486K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Clear Point Advisors position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.43% of Clear Point Advisors's portfolio in Q2 2026, its #59 holding.
Clear Point Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and has held it in 10 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.