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

Clearstead 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	$1.09M	Buy	15,730 +140	+0.9%	+$9.53K	0.01%	526
2026 Q1	$1M	Buy	15,590 +271	+2%	+$17.9K	0.01%	523
2025 Q4	$996K	Sell	15,319 -4	-0%	-$260	0.01%	480
2025 Q3	$986K	Hold	15,323	–	–	0.01%	470
2025 Q2	$943K	Hold	15,323	–	–	0.01%	462
2025 Q1	$882K	Sell	15,323 -224	-1%	-$13K	0.01%	445
2024 Q4	$891K	Buy	15,547 +224	+1%	+$13.1K	0.01%	435
2024 Q3	$908K	Hold	15,323	–	–	0.01%	439
2024 Q2	$863K	Buy	+15,323	New	+$847K	0.01%	421

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

Clearstead Advisors's AOR Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.9% in Q2 2026, buying an estimated $9.53K and bringing the position to 15,730 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #526.

Clearstead Advisors first reported a position in AOR in Q2 2024 and has held it in 9 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Clearstead Advisors held 15,730 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.09M as of Q2 2026.
Clearstead Advisors bought 140 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $9.53K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #526 holding.
Clearstead Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2024 and has held it in 9 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.