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

Gould Capital’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	$32.2K	Sell	500 -1,763	-78%	-$116K	0.02%	105
2025 Q4	$147K	Buy	2,263 +1,251	+124%	+$81.2K	0.09%	55
2025 Q3	$65.2K	Sell	1,012 -1,584	-61%	-$99.1K	0.04%	79
2025 Q2	$160K	Sell	2,596 -4,000	-61%	-$234K	0.11%	53
2025 Q1	$380K	Buy	6,596 +150	+2%	+$8.73K	0.27%	46
2024 Q4	$370K	Sell	6,446 -15	-0.2%	-$878	0.26%	50
2024 Q3	$383K	Hold	6,461	–	–	0.25%	49
2024 Q2	$364K	Sell	6,461 -750	-10%	-$41.5K	0.26%	47
2024 Q1	$401K	Sell	7,211 -105	-1%	-$5.66K	0.28%	46
2023 Q4	$389K	Sell	7,316 -601	-8%	-$30.3K	0.28%	46
2023 Q3	$389K	Hold	7,917	–	–	0.31%	45
2023 Q2	$407K	Hold	7,917	–	–	0.31%	46
2023 Q1	$396K	Buy	7,917 +852	+12%	+$41.9K	0.31%	46
2022 Q4	$333K	Buy	7,065 +1,080	+18%	+$50.8K	0.27%	50
2022 Q3	$268K	Buy	5,985 +50	+0.8%	+$2.42K	0.23%	48
2022 Q2	$285K	Buy	5,935 +25	+0.4%	+$1.26K	0.23%	50
2022 Q1	$319K	Buy	5,910 +690	+13%	+$37.6K	0.23%	49
2021 Q4	$298K	Buy	+5,220	New	+$296K	0.21%	49

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 $3.51B AUM 13.98% 1-Year Est. Return

CWA

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

Gould Capital's AOR Position: Q1 2026 in Review

Gould Capital reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 78% in Q1 2026, selling an estimated $116K and leaving 500 shares worth $32.2K. The position accounts for 0.02% of the portfolio, ranked #105.

Gould Capital first reported a position in AOR in Q4 2021 and has held it in 18 quarters since. The position peaked at $407K in Q2 2023. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Gould Capital held 500 shares of iShares Core 60/40 Balanced Allocation ETF worth $32.2K as of Q1 2026.
Gould Capital sold 1,763 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $116K.
iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Gould Capital's portfolio in Q1 2026, its #105 holding.
Gould Capital first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and has held it in 18 quarters since.
Gould Capital's iShares Core 60/40 Balanced Allocation ETF position peaked at $407K in Q2 2023.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Gould Capital's 13F filing for Q1 2026, filed 18 May 2026.