Lido Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Lido Advisors’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	$1.89M	Buy	29,365 +1,650	+6%	+$109K	0.01%	729
2025 Q4	$1.8M	Buy	27,715 +119	+0.4%	+$7.72K	0.01%	757
2025 Q3	$1.78M	Buy	27,596 +309	+1%	+$19.3K	0.01%	721
2025 Q2	$1.68M	Buy	27,287 +22,316	+449%	+$1.3M	0.01%	648
2025 Q1	$286K	Sell	4,971 -875	-15%	-$50.9K	﹤0.01%	1237
2024 Q4	$335K	Sell	5,846 -228	-4%	-$13.4K	﹤0.01%	1168
2024 Q3	$360K	Sell	6,074 -1,789	-23%	-$103K	﹤0.01%	1088
2024 Q2	$443K	Sell	7,863 -2,180	-22%	-$120K	﹤0.01%	965
2024 Q1	$559K	Buy	10,043 +184	+2%	+$9.92K	﹤0.01%	868
2023 Q4	$524K	Sell	9,859 -2,119	-18%	-$107K	﹤0.01%	846
2023 Q3	$592K	Sell	11,978 -576	-5%	-$29.3K	﹤0.01%	698
2023 Q2	$646K	Buy	12,554 +1,460	+13%	+$73.5K	﹤0.01%	658
2023 Q1	$555K	Buy	11,094 +1,381	+14%	+$67.9K	0.01%	634
2022 Q4	$458K	Buy	9,713 +157	+2%	+$7.39K	0.01%	623
2022 Q3	$427K	Buy	9,556 +1	+0%	+$48	0.01%	598
2022 Q2	$458K	Buy	9,555 +32	+0.3%	+$1.61K	0.01%	574
2022 Q1	$513K	Sell	9,523 -1,719	-15%	-$93.6K	0.01%	597
2021 Q4	$641K	Buy	11,242 +488	+5%	+$27.7K	0.01%	531
2021 Q3	$596K	Sell	10,754 -259	-2%	-$14.6K	0.01%	527
2021 Q2	$617K	Sell	11,013 -5	-0%	-$276	0.01%	483
2021 Q1	$590K	Sell	11,018 -2,043	-16%	-$109K	0.01%	463
2020 Q4	$681K	Sell	13,061 -481	-4%	-$24.2K	0.01%	403
2020 Q3	$656K	Sell	13,542 -1,180	-8%	-$56.9K	0.02%	334
2020 Q2	$683K	Sell	14,722 -160	-1%	-$7.11K	0.02%	297
2020 Q1	$616K	Sell	14,882 -4,045	-21%	-$186K	0.03%	291
2019 Q4	$905K	Sell	18,927 -1,479	-7%	-$69.3K	0.04%	281
2019 Q3	$940K	Sell	20,406 -2,392	-10%	-$109K	0.05%	228
2019 Q2	$1.05M	Sell	22,798 -4,502	-16%	-$203K	0.06%	180
2019 Q1	$1.22M	Sell	27,300 -3,431	-11%	-$149K	0.08%	151
2018 Q4	$1.28M	Sell	30,731 -6,042	-16%	-$259K	0.13%	101
2018 Q3	$1.66M	Sell	36,773 -18,863	-34%	-$845K	0.16%	88
2018 Q2	$2.47M	Sell	55,636 -28,795	-34%	-$1.28M	0.28%	51
2018 Q1	$3.76M	Sell	84,431 -27,803	-25%	-$1.26M	0.51%	38
2017 Q4	$5.04M	Sell	112,234 -27,812	-20%	-$1.26M	0.72%	21
2017 Q3	$6.34M	Buy	140,046 +66,651	+91%	+$2.94M	1.01%	19
2017 Q2	$3.2M	Buy	73,395 +17,927	+32%	+$773K	0.67%	21
2017 Q1	$2.39M	Buy	+55,468	New	+$2.31M	0.66%	27

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

Lido Advisors's AOR Position: Q1 2026 in Review

Lido Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 6% in Q1 2026, buying an estimated $109K and bringing the position to 29,365 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #729.

Lido Advisors first reported a position in AOR in Q1 2017 and has held it in 37 quarters since. The position peaked at $6.34M in Q3 2017. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Lido Advisors held 29,365 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.89M as of Q1 2026.
Lido Advisors bought 1,650 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $109K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #729 holding.
Lido Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2017 and has held it in 37 quarters since.
Lido Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $6.34M in Q3 2017.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.