OpenArc Corporate Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

OpenArc Corporate Advisory’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	$561K	Buy	8,066 +39	+0.5%	+$2.66K	0.01%	453
2026 Q1	$517K	Buy	8,027 +34	+0.4%	+$2.24K	0.01%	439
2025 Q4	$520K	Buy	+7,993	New	+$519K	0.01%	393

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 $343M AUM 29.82% 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

OpenArc Corporate Advisory's AOR Position: Q2 2026 in Review

OpenArc Corporate Advisory increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.49% in Q2 2026, buying an estimated $2.66K and bringing the position to 8,066 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #453.

OpenArc Corporate Advisory first reported a position in AOR in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

OpenArc Corporate Advisory held 8,066 shares of iShares Core 60/40 Balanced Allocation ETF worth $561K as of Q2 2026.
OpenArc Corporate Advisory bought 39 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $2.66K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #453 holding.
OpenArc Corporate Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and has held it in 3 quarters since.
453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.