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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
Q2 		$34.8K Hold
500
– – 0.02% 112
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
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

Gould Capital's AOR Position: Q2 2026 in Review

Gould Capital held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 500 shares worth $34.8K. The position accounts for 0.02% of the portfolio, ranked #112.

Gould Capital first reported a position in AOR in Q4 2021 and has held it in 19 quarters since. The position peaked at $407K in Q2 2023. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Gould Capital held 500 shares of iShares Core 60/40 Balanced Allocation ETF worth $34.8K as of Q2 2026.
  • Gould Capital left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Gould Capital's portfolio in Q2 2026, its #112 holding.
  • Gould Capital first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and has held it in 19 quarters since.
  • Gould Capital's iShares Core 60/40 Balanced Allocation ETF position peaked at $407K in Q2 2023.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Gould Capital's 13F filing for Q2 2026, filed 7 Aug 2026.