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

Sanctuary 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	$1.62M	Buy	23,264 +3,862	+20%	+$263K	0.01%	1165
2026 Q1	$1.25M	Sell	19,402 -2,836	-13%	-$187K	0.01%	1205
2025 Q4	$1.45M	Buy	22,238 +2,280	+11%	+$148K	0.01%	1113
2025 Q3	$1.28M	Sell	19,958 -977	-5%	-$61.1K	0.01%	1145
2025 Q2	$1.29M	Sell	20,935 -1,188	-5%	-$69.4K	0.01%	1069
2025 Q1	$1.27M	Buy	22,123 +122	+0.6%	+$7.1K	0.01%	1015
2024 Q4	$1.29M	Sell	22,001 -6,840	-24%	-$401K	0.01%	1099
2024 Q3	$1.69M	Buy	28,841 +17,832	+162%	+$1.02M	0.01%	971
2024 Q2	$597K	Buy	+11,009	New	+$608K	﹤0.01%	1527

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

Sanctuary Advisors's AOR Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 20% in Q2 2026, buying an estimated $263K and bringing the position to 23,264 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #1165.

Sanctuary Advisors first reported a position in AOR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.69M in Q3 2024. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Sanctuary Advisors held 23,264 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.62M as of Q2 2026.
Sanctuary Advisors bought 3,862 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $263K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1165 holding.
Sanctuary Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.69M in Q3 2024.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.