Gladstone Institutional Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Gladstone Institutional Advisory’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 Q1	$566K	Hold	8,793	–	–	0.02%	513
2025 Q4	$572K	Sell	8,793 -485	-5%	-$31.5K	0.02%	473
2025 Q3	$597K	Buy	9,278 +485	+6%	+$30.3K	0.02%	468
2025 Q2	$541K	Hold	8,793	–	–	0.02%	477
2025 Q1	$506K	Hold	8,793	–	–	0.02%	462
2024 Q4	$504K	Hold	8,793	–	–	0.02%	470
2024 Q3	$521K	Hold	8,793	–	–	0.03%	437
2024 Q2	$495K	Hold	8,793	–	–	0.03%	422
2024 Q1	$490K	Hold	8,793	–	–	0.03%	417
2023 Q4	$468K	Hold	8,793	–	–	0.03%	431
2023 Q3	$434K	Hold	8,793	–	–	0.03%	409
2023 Q2	$452K	Hold	8,793	–	–	0.03%	420
2023 Q1	$440K	Hold	8,793	–	–	0.03%	435
2022 Q4	$415K	Hold	8,793	–	–	0.03%	436
2022 Q3	$394K	Hold	8,793	–	–	0.03%	438
2022 Q2	$422K	Sell	8,793 -99	-1%	-$4.98K	0.03%	447
2022 Q1	$480K	Buy	8,892 +532	+6%	+$29K	0.03%	436
2021 Q4	$477K	Hold	8,360	–	–	0.04%	389
2021 Q3	$464K	Hold	8,360	–	–	0.05%	350
2021 Q2	$468K	Hold	8,360	–	–	0.06%	308
2021 Q1	$448K	Buy	+8,360	New	+$445K	0.07%	251

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Gladstone Institutional Advisory's AOR Position: Q1 2026 in Review

Gladstone Institutional Advisory held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q1 2026 at 8,793 shares worth $566K. The position accounts for 0.02% of the portfolio, ranked #513.

Gladstone Institutional Advisory first reported a position in AOR in Q1 2021 and has held it in 21 quarters since. The position peaked at $597K in Q3 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Gladstone Institutional Advisory held 8,793 shares of iShares Core 60/40 Balanced Allocation ETF worth $566K as of Q1 2026.
Gladstone Institutional Advisory left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q1 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #513 holding.
Gladstone Institutional Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2021 and has held it in 21 quarters since.
Gladstone Institutional Advisory's iShares Core 60/40 Balanced Allocation ETF position peaked at $597K in Q3 2025.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.