Gallacher Capital Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Gallacher Capital Management’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	$1.01M	Sell	14,465 -6,459	-31%	-$440K	0.56%	32
2026 Q1	$1.35M	Buy	20,924 +1,361	+7%	+$89.7K	0.52%	34
2025 Q4	$1.27M	Buy	19,563 +2,304	+13%	+$150K	0.49%	42
2025 Q3	$1.11M	Sell	17,259 -2,586	-13%	-$162K	0.44%	45
2025 Q2	$1.22M	Sell	19,845 -2,252	-10%	-$132K	0.57%	30
2025 Q1	$1.27M	Sell	22,097 -12,996	-37%	-$756K	0.62%	28
2024 Q4	$2.01M	Buy	35,093 +23,776	+210%	+$1.39M	1%	18
2024 Q3	$670K	Buy	11,317 +1,527	+16%	+$87.6K	0.31%	59
2024 Q2	$551K	Buy	9,790 +1,229	+14%	+$67.9K	0.29%	75
2024 Q1	$477K	Sell	8,561 -279	-3%	-$15K	0.24%	90
2023 Q4	$470K	Buy	8,840 +1,728	+24%	+$87.2K	0.26%	77
2023 Q3	$351K	Sell	7,112 -2,202	-24%	-$112K	0.22%	108
2023 Q2	$479K	Sell	9,314 -1,535	-14%	-$77.2K	0.28%	86
2023 Q1	$543K	Buy	10,849 +1,469	+16%	+$72.3K	0.33%	57
2022 Q4	$442K	Buy	+9,380	New	+$441K	0.27%	81

Other funds holding AOR

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Gallacher Capital Management's AOR Position: Q2 2026 in Review

Gallacher Capital Management reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 31% in Q2 2026, selling an estimated $440K and leaving 14,465 shares worth $1.01M. The position accounts for 0.56% of the portfolio, ranked #32.

Gallacher Capital Management first reported a position in AOR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.01M in Q4 2024. 85 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Gallacher Capital Management held 14,465 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.01M as of Q2 2026.
Gallacher Capital Management sold 6,459 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $440K.
iShares Core 60/40 Balanced Allocation ETF made up 0.56% of Gallacher Capital Management's portfolio in Q2 2026, its #32 holding.
Gallacher Capital Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 15 quarters since.
Gallacher Capital Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $2.01M in Q4 2024.
85 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.