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
Q2
$489K Sell
7,038
-197
-3% -$13.4K 0.04% 296
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: Q2 2026 in Review

Continuum Advisory reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 2.7% in Q2 2026, selling an estimated $13.4K and leaving 7,038 shares worth $489K. The position accounts for 0.04% of the portfolio, ranked #296.

Continuum Advisory first reported a position in AOR in Q4 2024 and has held it in 5 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Continuum Advisory held 7,038 shares of iShares Core 60/40 Balanced Allocation ETF worth $489K as of Q2 2026.
  • Continuum Advisory sold 197 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $13.4K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.04% of Continuum Advisory's portfolio in Q2 2026, its #296 holding.
  • Continuum Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 5 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.