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

Midwest Capital 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 Q2	$27.8K	Sell	400 -100	-20%	-$6.81K	0.01%	113
2026 Q1	$32.2K	Hold	500	–	–	0.02%	110
2025 Q4	$32.5K	Hold	500	–	–	0.02%	104
2025 Q3	$32.2K	Hold	500	–	–	0.02%	100
2025 Q2	$30.8K	Hold	500	–	–	0.02%	100
2025 Q1	$28.8K	Hold	500	–	–	0.02%	101
2024 Q4	$28.7K	Buy	+500	New	+$29.3K	0.02%	105

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Midwest Capital Advisors's AOR Position: Q2 2026 in Review

Midwest Capital Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 20% in Q2 2026, selling an estimated $6.81K and leaving 400 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #113.

Midwest Capital Advisors first reported a position in AOR in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.5K in Q4 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Midwest Capital Advisors held 400 shares of iShares Core 60/40 Balanced Allocation ETF worth $27.8K as of Q2 2026.
Midwest Capital Advisors sold 100 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $6.81K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Midwest Capital Advisors's portfolio in Q2 2026, its #113 holding.
Midwest Capital Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 7 quarters since.
Midwest Capital Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $32.5K in Q4 2025.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

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