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

Pacific Capital Wealth 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	$356K	Sell	5,128 -108	-2%	-$7.36K	0.05%	67
2026 Q1	$337K	Sell	5,236 -67	-1%	-$4.42K	0.06%	65
2025 Q4	$345K	Buy	5,303 +1	+0%	+$65	0.06%	61
2025 Q3	$341K	Sell	5,302 -2,730	-34%	-$171K	0.06%	58
2025 Q2	$490K	Sell	8,032 -8,249	-51%	-$482K	0.09%	50
2025 Q1	$937K	Sell	16,281 -876	-5%	-$51K	0.16%	43
2024 Q4	$983K	Buy	17,157 +78	+0.5%	+$4.57K	0.16%	40
2024 Q3	$1.01M	Sell	17,079 -1,203	-7%	-$69K	0.17%	39
2024 Q2	$1.03M	Sell	18,282 -6,106	-25%	-$337K	0.19%	37
2024 Q1	$1.36M	Buy	24,388 +1,053	+5%	+$56.8K	0.32%	34
2023 Q4	$1.24M	Buy	23,335 +689	+3%	+$34.8K	0.31%	33
2023 Q3	$1.12M	Buy	22,646 +277	+1%	+$14.1K	0.31%	36
2023 Q2	$1.15M	Buy	22,369 +1,174	+6%	+$59.1K	0.29%	38
2023 Q1	$1.06M	Sell	21,195 -1,200	-5%	-$59K	0.27%	42
2022 Q4	$1.06M	Sell	22,395 -246	-1%	-$11.6K	0.27%	49
2022 Q3	$1.01M	Sell	22,641 -217	-0.9%	-$10.5K	0.28%	48
2022 Q2	$1.1M	Buy	22,858 +136	+0.6%	+$6.84K	0.3%	49
2022 Q1	$1.23M	Buy	22,722 +1,225	+6%	+$66.7K	0.35%	50
2021 Q4	$1.23M	Buy	21,497 +5	+0%	+$284	0.35%	51
2021 Q3	$1.19M	Sell	21,492 -528	-2%	-$29.8K	0.38%	48
2021 Q2	$1.23M	Buy	22,020 +65	+0.3%	+$3.59K	0.62%	42
2021 Q1	$1.18M	Buy	21,955 +1,205	+6%	+$64.1K	0.65%	37
2020 Q4	$1.08M	Buy	20,750 +1,881	+10%	+$94.7K	0.62%	38
2020 Q3	$914K	Sell	18,869 -746	-4%	-$36K	0.54%	37
2020 Q2	$910K	Buy	19,615 +4,138	+27%	+$184K	0.62%	36
2020 Q1	$640K	Buy	15,477 +3,662	+31%	+$168K	0.48%	38
2019 Q4	$565K	Buy	+11,815	New	+$553K	0.38%	43

Other funds holding AOR

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Pacific Capital Wealth Advisors's AOR Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 2.1% in Q2 2026, selling an estimated $7.36K and leaving 5,128 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #67.

Pacific Capital Wealth Advisors first reported a position in AOR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.36M in Q1 2024. 78 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Pacific Capital Wealth Advisors held 5,128 shares of iShares Core 60/40 Balanced Allocation ETF worth $356K as of Q2 2026.
Pacific Capital Wealth Advisors sold 108 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $7.36K.
iShares Core 60/40 Balanced Allocation ETF made up 0.05% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Pacific Capital Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 27 quarters since.
Pacific Capital Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.36M in Q1 2024.
78 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.