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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Founders Capital Management (Texas)'s AOR Position: Q2 2026 in Review

Founders Capital Management (Texas) held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 406 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #218.

Founders Capital Management (Texas) first reported a position in AOR in Q1 2017 and has held it in 36 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Founders Capital Management (Texas) held 406 shares of iShares Core 60/40 Balanced Allocation ETF worth $28.2K as of Q2 2026.
Founders Capital Management (Texas) left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #218 holding.
Founders Capital Management (Texas) first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2017 and has held it in 36 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.