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

Concurrent Investment 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 		$2.82M Buy
40,555
+7,179
+22% +$489K 0.02% 608
2026
Q1 		$2.15M Buy
33,376
+447
+1% +$29.5K 0.02% 591
2025
Q4 		$2.14M Buy
32,929
+2,949
+10% +$191K 0.02% 550
2025
Q3 		$1.93M Buy
29,980
+1,843
+7% +$115K 0.03% 480
2025
Q2 		$1.73M Buy
28,137
+24,333
+640% +$1.42M 0.03% 465
2025
Q1 		$219K Sell
3,804
-5,327
-58% -$310K 0.01% 1082
2024
Q4 		$523K Buy
9,131
+439
+5% +$25.7K 0.01% 654
2024
Q3 		$515K Buy
8,692
+188
+2% +$10.8K 0.02% 614
2024
Q2 		$479K Buy
+8,504
New +$470K 0.02% 599

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

Concurrent Investment Advisors's AOR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 22% in Q2 2026, buying an estimated $489K and bringing the position to 40,555 shares worth $2.82M. The position accounts for 0.02% of the portfolio, ranked #608.

Concurrent Investment 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.

  • Concurrent Investment Advisors held 40,555 shares of iShares Core 60/40 Balanced Allocation ETF worth $2.82M as of Q2 2026.
  • Concurrent Investment Advisors bought 7,179 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $489K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #608 holding.
  • Concurrent Investment 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.