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

Regal 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 Q1	$346K	Sell	5,382 -809	-13%	-$53.3K	0.02%	500
2025 Q4	$402K	Buy	+6,191	New	+$402K	0.02%	460
2019 Q1	–	Sell	-122,060	Closed	-$5.04M	–	360
2018 Q4	$5.04M	Buy	122,060 +4,675	+4%	+$200K	1.1%	21
2018 Q3	$5.3M	Buy	+117,385	New	+$5.26M	1.12%	23
2017 Q4	–	Sell	-88,602	Closed	-$3.97M	–	291
2017 Q3	$3.97M	Buy	88,602 +10,476	+13%	+$462K	0.93%	29
2017 Q2	$3.41M	Buy	78,126 +4,946	+7%	+$213K	0.84%	33
2017 Q1	$3.1M	Buy	73,180 +6,149	+9%	+$256K	0.81%	33
2016 Q4	$2.72M	Buy	67,031 +3,196	+5%	+$129K	0.75%	49
2016 Q3	$2.63M	Buy	63,835 +430	+0.7%	+$17.5K	0.75%	54
2016 Q2	$2.54M	Buy	63,405 +4,264	+7%	+$169K	0.7%	60
2016 Q1	$2.33M	Buy	59,141 +3,042	+5%	+$115K	0.63%	67
2015 Q4	$2.18M	Buy	56,099 +5,009	+10%	+$197K	0.57%	71
2015 Q3	$1.95M	Buy	+51,090	New	+$2.02M	0.51%	74

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 $6.37B AUM 23.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Regal Investment Advisors's AOR Position: Q1 2026 in Review

Regal Investment Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 13% in Q1 2026, selling an estimated $53.3K and leaving 5,382 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #500.

Regal Investment Advisors first reported a position in AOR in Q3 2015 and has held it in 13 quarters since. The position peaked at $5.3M in Q3 2018. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Regal Investment Advisors held 5,382 shares of iShares Core 60/40 Balanced Allocation ETF worth $346K as of Q1 2026.
Regal Investment Advisors sold 809 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $53.3K.
iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #500 holding.
Regal Investment Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2015 and has held it in 13 quarters since.
Regal Investment Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $5.3M in Q3 2018.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.