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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

Dynamic Advisor Solutions's AOR Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 37% in Q2 2026, selling an estimated $1.19M and leaving 29,178 shares worth $2.03M. The position accounts for 0.06% of the portfolio, ranked #334.

Dynamic Advisor Solutions first reported a position in AOR in Q1 2018 and has held it in 31 quarters since. The position peaked at $5.56M in Q4 2023. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Dynamic Advisor Solutions held 29,178 shares of iShares Core 60/40 Balanced Allocation ETF worth $2.03M as of Q2 2026.
  • Dynamic Advisor Solutions sold 17,426 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.19M.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #334 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2018 and has held it in 31 quarters since.
  • Dynamic Advisor Solutions's iShares Core 60/40 Balanced Allocation ETF position peaked at $5.56M in Q4 2023.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.