Diversify Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
Other funds holding AOR
WAM
MFIM
AL
CWA
Diversify Advisory Services's AOR Position: Q1 2026 in Review
Diversify Advisory Services sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026, closing a stake of 10,167 shares — an estimated $672K sold.
Diversify Advisory Services first reported a position in AOR in Q2 2025 and held it in 3 quarters. The position peaked at $672K in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.
- Diversify Advisory Services reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2026 after selling out during the quarter.
- Diversify Advisory Services sold 10,167 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $672K.
- Diversify Advisory Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2025 and held it in 3 quarters.
- Diversify Advisory Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $672K in Q4 2025.
- 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.
Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.