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 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 $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Clear Point Advisors's AOR Position: Q1 2026 in Review

Clear Point Advisors sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026, closing a stake of 5,314 shares — an estimated $345K sold.

Clear Point Advisors first reported a position in AOR in Q4 2023 and held it in 9 quarters. The position peaked at $345K in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Clear Point Advisors reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 5,314 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $345K.
Clear Point Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $345K in Q4 2025.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.