CX Institutional’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

CX Institutional’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	$468K	Sell	6,734 -26	-0.4%	-$1.77K	0.01%	493
2026 Q1	$435K	Sell	6,760 -418	-6%	-$27.6K	0.01%	501
2025 Q4	$467K	Sell	7,178 -733	-9%	-$47.6K	0.01%	439
2025 Q3	$509K	Hold	7,911	–	–	0.02%	432
2025 Q2	$487K	Sell	7,911 -126	-2%	-$7.36K	0.02%	377
2025 Q1	$463K	Buy	+8,037	New	+$468K	0.02%	384
2022 Q3	–	Sell	-196	Closed	-$9K	–	490
2022 Q2	$9K	Buy	+196	New	+$9.86K	﹤0.01%	960

Other funds holding AOR

WAM

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

CX Institutional's AOR Position: Q2 2026 in Review

CX Institutional reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.38% in Q2 2026, selling an estimated $1.77K and leaving 6,734 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #493.

CX Institutional first reported a position in AOR in Q2 2022 and has held it in 7 quarters since. The position peaked at $509K in Q3 2025. 83 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

CX Institutional held 6,734 shares of iShares Core 60/40 Balanced Allocation ETF worth $468K as of Q2 2026.
CX Institutional sold 26 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.77K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #493 holding.
CX Institutional first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2022 and has held it in 7 quarters since.
CX Institutional's iShares Core 60/40 Balanced Allocation ETF position peaked at $509K in Q3 2025.
83 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.