Elevation Capital Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
Other funds holding AOR
WAM
MFIM
AL
CWA
Elevation Capital Advisory's AOR Position: Q2 2026 in Review
Elevation Capital Advisory reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 72% in Q2 2026, selling an estimated $3.28M and leaving 18,986 shares worth $1.32M. The position accounts for 0.51% of the portfolio, ranked #43.
Elevation Capital Advisory first reported a position in AOR in Q2 2024 and has held it in 6 quarters since. The position peaked at $6.09M in Q2 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.
- Elevation Capital Advisory held 18,986 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.32M as of Q2 2026.
- Elevation Capital Advisory sold 48,228 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $3.28M.
- iShares Core 60/40 Balanced Allocation ETF made up 0.51% of Elevation Capital Advisory's portfolio in Q2 2026, its #43 holding.
- Elevation Capital Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2024 and has held it in 6 quarters since.
- Elevation Capital Advisory's iShares Core 60/40 Balanced Allocation ETF position peaked at $6.09M in Q2 2025.
- 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.
Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.