Elevated Capital Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
Other funds holding AOR
Elevated Capital Advisors's AOR Position: Q2 2026 in Review
Elevated Capital Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 2.8% in Q2 2026, selling an estimated $3.68K and leaving 1,894 shares worth $132K. The position accounts for 0.04% of the portfolio, ranked #265.
Elevated Capital Advisors first reported a position in AOR in Q4 2025 and has held it in 3 quarters since. 454 funds tracked by Wall St. Rank hold AOR as of Q2 2026.
- Elevated Capital Advisors held 1,894 shares of iShares Core 60/40 Balanced Allocation ETF worth $132K as of Q2 2026.
- Elevated Capital Advisors sold 54 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $3.68K.
- iShares Core 60/40 Balanced Allocation ETF made up 0.04% of Elevated Capital Advisors's portfolio in Q2 2026, its #265 holding.
- Elevated Capital Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and has held it in 3 quarters since.
- 454 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.
Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.