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

Mountain Capital Investment 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 		$545K Sell
7,842
-105
-1% -$7.15K 0.08% 37
2026
Q1 		$537K Buy
7,947
+129
+2% +$8.5K 0.08% 31
2025
Q4 		$519K Sell
7,818
-519
-6% -$33.7K 0.08% 36
2025
Q3 		$539K Sell
8,337
-563
-6% -$35.2K 0.09% 35
2025
Q2 		$548K Buy
8,900
+97
+1% +$5.67K 0.11% 27
2025
Q1 		$502K Sell
8,803
-634
-7% -$36.9K 0.11% 26
2024
Q4 		$545K Sell
9,437
-2,436
-21% -$143K 0.11% 26
2024
Q3 		$695K Buy
11,873
+468
+4% +$26.8K 0.15% 24
2024
Q2 		$654K Buy
11,405
+1,121
+11% +$62K 0.16% 19
2024
Q1 		$568K Sell
10,284
-1,033
-9% -$55.7K 0.16% 18
2023
Q4 		$597K Buy
11,317
+129
+1% +$6.51K 0.2% 41
2023
Q3 		$557K Sell
11,188
-37
-0.3% -$1.88K 0.21% 39
2023
Q2 		$582K Sell
11,225
-213
-2% -$10.7K 0.22% 52
2023
Q1 		$579K Sell
11,438
-1,257
-10% -$61.8K 0.25% 51
2022
Q4 		$618K Sell
12,695
-357
-3% -$16.8K 0.28% 59
2022
Q3 		$584K Buy
13,052
+382
+3% +$18.5K 0.31% 73
2022
Q2 		$609K Buy
12,670
+384
+3% +$19.3K 0.3% 65
2022
Q1 		$646K Buy
12,286
+773
+7% +$42.1K 0.31% 75
2021
Q4 		$652K Buy
+11,513
New +$653K 0.3% 98

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
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

Mountain Capital Investment Advisors's AOR Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.3% in Q2 2026, selling an estimated $7.15K and leaving 7,842 shares worth $545K. The position accounts for 0.08% of the portfolio, ranked #37.

Mountain Capital Investment Advisors first reported a position in AOR in Q4 2021 and has held it in 19 quarters since. The position peaked at $695K in Q3 2024. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Mountain Capital Investment Advisors held 7,842 shares of iShares Core 60/40 Balanced Allocation ETF worth $545K as of Q2 2026.
  • Mountain Capital Investment Advisors sold 105 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $7.15K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.08% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • Mountain Capital Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and has held it in 19 quarters since.
  • Mountain Capital Investment Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $695K in Q3 2024.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.