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

Snowden Capital 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	$214K	Buy	+3,082	New	+$210K	0.01%	1263
2026 Q1	–	Sell	-3,232	Closed	-$210K	–	1281
2025 Q4	$210K	Buy	+3,232	New	+$210K	0.01%	1195
2017 Q1	–	Sell	-112,801	Closed	-$4.58M	–	339
2016 Q4	$4.58M	Sell	112,801 -4,079	-3%	-$165K	1.15%	12
2016 Q3	$4.81M	Sell	116,880 -25,691	-18%	-$1.05M	1.3%	7
2016 Q2	$5.71M	Buy	142,571 +37,294	+35%	+$1.48M	1.73%	2
2016 Q1	$4.15M	Buy	+105,277	New	+$3.99M	1.42%	8

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

Snowden Capital Advisors's AOR Position: Q2 2026 in Review

Snowden Capital Advisors opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 3,082 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #1263 among its holdings. This is a return to the name: Snowden Capital Advisors previously reported a position in AOR as recently as Q4 2025.

Snowden Capital Advisors first reported a position in AOR in Q1 2016 and has held it in 6 quarters since. The position peaked at $5.71M in Q2 2016. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Snowden Capital Advisors held 3,082 shares of iShares Core 60/40 Balanced Allocation ETF worth $214K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Snowden Capital Advisors position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #1263 holding.
Snowden Capital Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2016 and has held it in 6 quarters since.
Snowden Capital Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $5.71M in Q2 2016.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

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