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 Q3	$461K	Hold	6,734	–	–	0.01%	494
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	+$9.9K	﹤0.01%	960

Other funds holding AOR

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional's AOR Position: Q3 2026 in Review

CX Institutional held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q3 2026 at 6,734 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #494.

CX Institutional first reported a position in AOR in Q2 2022 and has held it in 8 quarters since. The position peaked at $509K in Q3 2025. 125 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

CX Institutional held 6,734 shares of iShares Core 60/40 Balanced Allocation ETF worth $461K as of Q3 2026.
CX Institutional left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q3 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #494 holding.
CX Institutional first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2022 and has held it in 8 quarters since.
CX Institutional's iShares Core 60/40 Balanced Allocation ETF position peaked at $509K in Q3 2025.
125 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.