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 Q2	$884K	Sell	12,713 -4,525	-26%	-$308K	﹤0.01%	940
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 $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

Savant Capital's AOR Position: Q2 2026 in Review

Savant Capital reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 26% in Q2 2026, selling an estimated $308K and leaving 12,713 shares worth $884K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Savant Capital first reported a position in AOR in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.32M in Q3 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Savant Capital held 12,713 shares of iShares Core 60/40 Balanced Allocation ETF worth $884K as of Q2 2026.
Savant Capital sold 4,525 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $308K.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #940 holding.
Savant Capital first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2024 and has held it in 5 quarters since.
Savant Capital's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.32M in Q3 2025.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.