HighTower Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.5M | Sell |
50,340
-7,401
| -13% | -$504K | ﹤0.01% | 1436 |
|
|
2026
Q1 | $3.72M | Buy |
57,741
+29,511
| +105% | +$1.95M | ﹤0.01% | 1357 |
|
|
2025
Q4 | $1.84M | Buy |
28,230
+575
| +2% | +$37.3K | ﹤0.01% | 1719 |
|
|
2025
Q3 | $1.78M | Buy |
27,655
+1,602
| +6% | +$100K | ﹤0.01% | 1700 |
|
|
2025
Q2 | $1.6M | Sell |
26,053
-466
| -2% | -$27.2K | ﹤0.01% | 1695 |
|
|
2025
Q1 | $1.53M | Buy |
26,519
+1,196
| +5% | +$69.6K | ﹤0.01% | 1683 |
|
|
2024
Q4 | $1.45M | Buy |
25,323
+879
| +4% | +$51.5K | ﹤0.01% | 1717 |
|
|
2024
Q3 | $1.45M | Buy |
24,444
+45
| +0.2% | +$2.58K | ﹤0.01% | 1699 |
|
|
2024
Q2 | $1.38M | Buy |
24,399
+9,894
| +68% | +$547K | ﹤0.01% | 1666 |
|
|
2024
Q1 | $808K | Sell |
14,505
-476
| -3% | -$25.7K | ﹤0.01% | 1942 |
|
|
2023
Q4 | $797K | Buy |
14,981
+1,408
| +10% | +$71.1K | ﹤0.01% | 1972 |
|
|
2023
Q3 | $663K | Buy |
13,573
+1,924
| +17% | +$98K | ﹤0.01% | 2026 |
|
|
2023
Q2 | $600K | Sell |
11,649
-923
| -7% | -$46.4K | ﹤0.01% | 2064 |
|
|
2023
Q1 | $632K | Sell |
12,572
-8,595
| -41% | -$423K | ﹤0.01% | 1952 |
|
|
2022
Q4 | $993K | Buy |
21,167
+10,054
| +90% | +$473K | ﹤0.01% | 1677 |
|
|
2022
Q3 | $495K | Sell |
11,113
-5,854
| -35% | -$284K | ﹤0.01% | 2035 |
|
|
2022
Q2 | $815K | Buy |
16,967
+3,599
| +27% | +$181K | ﹤0.01% | 1757 |
|
|
2022
Q1 | $720K | Sell |
13,368
-13,087
| -49% | -$713K | ﹤0.01% | 1950 |
|
|
2021
Q4 | $1.51M | Buy |
26,455
+19,067
| +258% | +$1.08M | ﹤0.01% | 1527 |
|
|
2021
Q3 | $411K | Buy |
7,388
+179
| +2% | +$10.1K | ﹤0.01% | 2198 |
|
|
2021
Q2 | $404K | Sell |
7,209
-12,896
| -64% | -$712K | ﹤0.01% | 2167 |
|
|
2021
Q1 | $1.08M | Buy |
20,105
+13,762
| +217% | +$732K | ﹤0.01% | 1518 |
|
|
2020
Q4 | $327K | Buy |
6,343
+391
| +7% | +$19.7K | ﹤0.01% | 1873 |
|
|
2020
Q3 | $287K | Sell |
5,952
-5,638
| -49% | -$272K | ﹤0.01% | 1856 |
|
|
2020
Q2 | $534K | Buy |
11,590
+5,521
| +91% | +$245K | ﹤0.01% | 1418 |
|
|
2020
Q1 | $253K | Sell |
6,069
-362
| -6% | -$16.6K | ﹤0.01% | 1658 |
|
|
2019
Q4 | $306K | Buy |
6,431
+187
| +3% | +$8.76K | ﹤0.01% | 1709 |
|
|
2019
Q3 | $285K | Buy |
6,244
+23
| +0.4% | +$1.05K | ﹤0.01% | 1823 |
|
|
2019
Q2 | $283K | Buy |
6,221
+354
| +6% | +$15.9K | ﹤0.01% | 1837 |
|
|
2019
Q1 | $262K | Buy |
5,867
+331
| +6% | +$14.4K | ﹤0.01% | 1792 |
|
|
2018
Q4 | $226K | Sell |
5,536
-54,100
| -91% | -$2.32M | ﹤0.01% | 1763 |
|
|
2018
Q3 | $2.69M | Buy |
59,636
+264
| +0.4% | +$11.8K | 0.02% | 733 |
|
|
2018
Q2 | $2.63M | Buy |
59,372
+486
| +0.8% | +$21.7K | 0.02% | 742 |
|
|
2018
Q1 | $2.63M | Sell |
58,886
-1,282
| -2% | -$58K | 0.02% | 710 |
|
|
2017
Q4 | $2.7M | Sell |
60,168
-1,301
| -2% | -$59.1K | 0.02% | 723 |
|
|
2017
Q3 | $2.75M | Buy |
61,469
+366
| +0.6% | +$16.1K | 0.02% | 703 |
|
|
2017
Q2 | $2.67M | Buy |
61,103
+56,002
| +1,098% | +$2.41M | 0.02% | 691 |
|
|
2017
Q1 | $215K | Sell |
5,101
-665
| -12% | -$27.7K | ﹤0.01% | 1732 |
|
|
2016
Q4 | $232K | Sell |
5,766
-314
| -5% | -$12.7K | ﹤0.01% | 1603 |
|
|
2016
Q3 | $250K | Buy |
6,080
+456
| +8% | +$18.6K | ﹤0.01% | 1542 |
|
|
2016
Q2 | $225K | Buy |
+5,624
| New | +$223K | ﹤0.01% | 1436 |
|
Other funds holding AOR
WAM
MFIM
AL
CWA
HighTower Advisors's AOR Position: Q2 2026 in Review
HighTower Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 13% in Q2 2026, selling an estimated $504K and leaving 50,340 shares worth $3.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1436.
HighTower Advisors first reported a position in AOR in Q2 2016 and has held it in 41 quarters since. The position peaked at $3.72M in Q1 2026. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.
- HighTower Advisors held 50,340 shares of iShares Core 60/40 Balanced Allocation ETF worth $3.5M as of Q2 2026.
- HighTower Advisors sold 7,401 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $504K.
- iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1436 holding.
- HighTower Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2016 and has held it in 41 quarters since.
- HighTower Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $3.72M in Q1 2026.
- 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.
Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.