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Dynamic Advisor Solutions’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Dynamic Advisor Solutions’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 		$1.21M Sell
17,718
-11,460
-39% -$794K 0.03% 413
2026
Q2 		$2.03M Sell
29,178
-17,426
-37% -$1.19M 0.06% 334
2026
Q1 		$3M Buy
46,604
+29,813
+178% +$1.97M 0.09% 228
2025
Q4 		$1.09M Sell
16,791
-706
-4% -$45.8K 0.04% 437
2025
Q3 		$1.13M Sell
17,497
-823
-4% -$51.5K 0.03% 439
2025
Q2 		$1.13M Buy
18,320
+854
+5% +$49.9K 0.03% 421
2025
Q1 		$1.01M Sell
17,466
-30,630
-64% -$1.78M 0.03% 415
2024
Q4 		$2.76M Buy
48,096
+28,184
+142% +$1.65M 0.12% 172
2024
Q3 		$1.18M Sell
19,912
-225
-1% -$12.9K 0.04% 413
2024
Q2 		$1.13M Buy
20,137
+216
+1% +$11.9K 0.04% 430
2024
Q1 		$1.11M Sell
19,921
-86,061
-81% -$4.64M 0.04% 422
2023
Q4 		$5.56M Buy
105,982
+85,890
+427% +$4.34M 0.21% 137
2023
Q3 		$993K Buy
20,092
+2,119
+12% +$108K 0.05% 358
2023
Q2 		$925K Buy
17,973
+2,057
+13% +$104K 0.05% 362
2023
Q1 		$796K Buy
15,916
+599
+4% +$29.5K 0.05% 370
2022
Q4 		$722K Sell
15,317
-416
-3% -$19.6K 0.05% 348
2022
Q3 		$705K Buy
15,733
+1,097
+7% +$53.1K 0.05% 317
2022
Q2 		$703K Sell
14,636
-2,619
-15% -$132K 0.05% 315
2022
Q1 		$931K Sell
17,255
-2,023
-10% -$110K 0.06% 288
2021
Q4 		$1.1M Buy
19,278
+210
+1% +$11.9K 0.08% 257
2021
Q3 		$1.06M Sell
19,068
-690
-3% -$38.9K 0.08% 279
2021
Q2 		$1.11M Sell
19,758
-4,051
-17% -$224K 0.09% 261
2021
Q1 		$1.27M Buy
23,809
+208
+0.9% +$11.1K 0.12% 209
2020
Q4 		$1.23M Buy
+23,601
New +$1.19M 0.12% 196
2020
Q1 		– Sell
-4,240
Closed -$203K – 493
2019
Q4 		$203K Sell
4,240
-6,861
-62% -$321K 0.03% 501
2019
Q3 		$511K Buy
11,101
+231
+2% +$10.5K 0.08% 268
2019
Q2 		$500K Buy
10,870
+619
+6% +$27.9K 0.08% 260
2019
Q1 		$458K Hold
10,251
– – 0.09% 237
2018
Q4 		$440K Sell
10,251
-8,770
-46% -$375K 0.09% 222
2018
Q3 		$858K Sell
19,021
-9,206
-33% -$412K 0.18% 148
2018
Q2 		$1.25M Sell
28,227
-2,500
-8% -$112K 0.28% 105
2018
Q1 		$1.37M Buy
+30,727
New +$1.39M 0.35% 88

Other funds holding AOR

CWA
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Dynamic Advisor Solutions's AOR Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 39% in Q3 2026, selling an estimated $794K and leaving 17,718 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #413.

Dynamic Advisor Solutions first reported a position in AOR in Q1 2018 and has held it in 32 quarters since. The position peaked at $5.56M in Q4 2023. 50 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • Dynamic Advisor Solutions held 17,718 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.21M as of Q3 2026.
  • Dynamic Advisor Solutions sold 11,460 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $794K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #413 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2018 and has held it in 32 quarters since.
  • Dynamic Advisor Solutions's iShares Core 60/40 Balanced Allocation ETF position peaked at $5.56M in Q4 2023.
  • 50 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.