Continuum Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$466K Buy
7,235
+1,085
+18% +$71.5K 0.04% 292
2025
Q4
$400K Buy
+6,150
New +$399K 0.04% 318
2025
Q2
Sell
-1,160
Closed -$66.8K 474
2025
Q1
$66.8K Buy
1,160
+536
+86% +$31.2K 0.01% 599
2024
Q4
$35.8K Buy
+624
New +$36.5K ﹤0.01% 728

Other funds holding AOR

Continuum Advisory's AOR Position: Q1 2026 in Review

Continuum Advisory increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 18% in Q1 2026, buying an estimated $71.5K and bringing the position to 7,235 shares worth $466K. The position accounts for 0.04% of the portfolio, ranked #292.

Continuum Advisory first reported a position in AOR in Q4 2024 and has held it in 4 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Continuum Advisory held 7,235 shares of iShares Core 60/40 Balanced Allocation ETF worth $466K as of Q1 2026.
  • Continuum Advisory bought 1,085 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $71.5K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.04% of Continuum Advisory's portfolio in Q1 2026, its #292 holding.
  • Continuum Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 4 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.