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

Key Capital Management’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 		– Sell
-62
Closed -$3.99K – 732
2026
Q1 		$3.99K Buy
+62
New +$4.09K ﹤0.01% 422

Other funds holding AOR

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $189M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

Key Capital Management's AOR Position: Q2 2026 in Review

Key Capital Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026, closing a stake of 62 shares — an estimated $3.99K sold.

Key Capital Management first reported a position in AOR in Q1 2026 and held it in 1 quarter. The position peaked at $3.99K in Q1 2026. 273 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Key Capital Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Key Capital Management sold 62 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $3.99K.
  • Key Capital Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2026 and held it in 1 quarter.
  • Key Capital Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $3.99K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.