Capstone Wealth Management Group, Inc.’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Capstone Wealth Management Group, Inc.’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	$296K	Buy	+4,261	New	+$290K	0.18%	96

Other funds holding AOR

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Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s AOR Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 4,261 shares worth $296K. The stake represents 0.18% of the portfolio and ranks #96 among its holdings.

183 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Capstone Wealth Management Group, Inc. held 4,261 shares of iShares Core 60/40 Balanced Allocation ETF worth $296K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.18% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #96 holding.
183 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.