Founders Capital Management (Texas)’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Founders Capital Management (Texas)’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	–	Sell	-406	Closed	-$28.2K	–	80
2026 Q2	$28.2K	Hold	406	–	–	0.01%	218
2026 Q1	$26.1K	Hold	406	–	–	0.01%	217
2025 Q4	$26.4K	Hold	406	–	–	0.01%	217
2025 Q3	$26.1K	Hold	406	–	–	0.01%	213
2025 Q2	$25K	Hold	406	–	–	0.02%	209
2025 Q1	$23.4K	Buy	406 +35	+9%	+$2.04K	0.02%	205
2024 Q4	$21.3K	Hold	371	–	–	0.01%	218
2024 Q3	$22K	Buy	371 +32	+9%	+$1.83K	0.01%	219
2024 Q2	$19.1K	Hold	339	–	–	0.01%	234
2024 Q1	$18.9K	Hold	339	–	–	0.01%	238
2023 Q4	$18K	Hold	339	–	–	0.01%	240
2023 Q3	$16.8K	Hold	339	–	–	0.01%	239
2023 Q2	$17.4K	Hold	339	–	–	0.01%	252
2023 Q1	$17K	Hold	339	–	–	0.01%	253
2022 Q4	$16K	Hold	339	–	–	0.01%	250
2022 Q3	$15K	Hold	339	–	–	0.01%	252
2022 Q2	$16K	Hold	339	–	–	0.01%	251
2022 Q1	$19K	Hold	339	–	–	0.01%	214
2021 Q4	$19K	Hold	339	–	–	0.01%	214
2021 Q3	$19K	Hold	339	–	–	0.01%	218
2021 Q2	$19K	Hold	339	–	–	0.01%	206
2021 Q1	$18K	Hold	339	–	–	0.01%	205
2020 Q4	$18K	Buy	+339	New	+$17.1K	0.01%	199
2020 Q1	$14K	Hold	339	–	–	0.01%	182
2019 Q4	$16K	Hold	339	–	–	0.01%	199
2019 Q3	$16K	Hold	339	–	–	0.01%	198
2019 Q2	$16K	Hold	339	–	–	0.01%	202
2019 Q1	$15K	Hold	339	–	–	0.01%	212
2018 Q4	$14K	Hold	339	–	–	0.01%	208
2018 Q3	$15K	Hold	339	–	–	0.01%	205
2018 Q2	$15K	Hold	339	–	–	0.01%	217
2018 Q1	$15K	Hold	339	–	–	0.01%	236
2017 Q4	$15K	Hold	339	–	–	0.01%	235
2017 Q3	$15K	Buy	339 +3	+0.9%	+$132	0.01%	232
2017 Q2	$15K	Buy	336 +39	+13%	+$1.68K	0.01%	231
2017 Q1	$13K	Buy	+297	New	+$12.4K	0.01%	257

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 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

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

Founders Capital Management (Texas)'s AOR Position: Q3 2026 in Review

Founders Capital Management (Texas) sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2026, closing a stake of 406 shares — an estimated $28.2K sold.

Founders Capital Management (Texas) first reported a position in AOR in Q1 2017 and held it in 36 quarters. The position peaked at $28.2K in Q2 2026. 50 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

Founders Capital Management (Texas) reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2026 after selling out during the quarter.
Founders Capital Management (Texas) sold 406 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $28.2K.
Founders Capital Management (Texas) first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2017 and held it in 36 quarters.
Founders Capital Management (Texas)'s iShares Core 60/40 Balanced Allocation ETF position peaked at $28.2K in Q2 2026.
50 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2026, filed 13 Oct 2026.