Savant Capital’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Savant Capital’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	$1.11M	Buy	+17,238	New	+$1.14M	0.01%	594
2025 Q4	–	Sell	-20,478	Closed	-$1.32M	–	1366
2025 Q3	$1.32M	Sell	20,478 -104	-0.5%	-$6.5K	0.01%	483
2025 Q2	$1.27M	Buy	+20,582	New	+$1.2M	0.01%	451
2024 Q3	–	Sell	-4,762	Closed	-$268K	–	1388
2024 Q2	$268K	Buy	+4,762	New	+$263K	﹤0.01%	1018

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 $6.18B AUM 18.43% 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

Savant Capital's AOR Position: Q1 2026 in Review

Savant Capital opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026: 17,238 shares worth $1.11M. The stake represents 0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: Savant Capital previously reported a position in AOR as recently as Q3 2025.

Savant Capital first reported a position in AOR in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.32M in Q3 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Savant Capital held 17,238 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.11M as of Q1 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Savant Capital position in Q1 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Savant Capital's portfolio in Q1 2026, its #594 holding.
Savant Capital first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2024 and has held it in 4 quarters since.
Savant Capital's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.32M in Q3 2025.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.