Strategic Advocates’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Strategic Advocates’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	$11.2K	Sell	161 -2	-1%	-$136	0.04%	155
2026 Q1	$10.5K	Sell	163 -7,408	-98%	-$488K	0.05%	157
2025 Q4	$495K	Sell	7,571 -673	-8%	-$43.7K	0.13%	74
2025 Q3	$531K	Buy	8,244 +205	+3%	+$12.8K	0.14%	77
2025 Q2	$495K	Sell	8,039 -26	-0.3%	-$1.52K	0.15%	76
2025 Q1	$464K	Sell	8,065 -125	-2%	-$7.28K	0.16%	70
2024 Q4	$469K	Buy	8,190 +833	+11%	+$48.8K	0.16%	67
2024 Q3	$436K	Buy	7,357 +337	+5%	+$19.3K	0.16%	80
2024 Q2	$395K	Buy	7,020 +246	+4%	+$13.6K	0.16%	76
2024 Q1	$377K	Sell	6,774 -191	-3%	-$10.3K	0.15%	80
2023 Q4	$370K	Sell	6,965 -1,041	-13%	-$52.6K	0.16%	96
2023 Q3	$396K	Buy	+8,006	New	+$408K	0.19%	95

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

Strategic Advocates's AOR Position: Q2 2026 in Review

Strategic Advocates reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.2% in Q2 2026, selling an estimated $136 and leaving 161 shares worth $11.2K. The position accounts for 0.04% of the portfolio, ranked #155.

Strategic Advocates first reported a position in AOR in Q3 2023 and has held it in 12 quarters since. The position peaked at $531K in Q3 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Strategic Advocates held 161 shares of iShares Core 60/40 Balanced Allocation ETF worth $11.2K as of Q2 2026.
Strategic Advocates sold 2 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $136.
iShares Core 60/40 Balanced Allocation ETF made up 0.04% of Strategic Advocates's portfolio in Q2 2026, its #155 holding.
Strategic Advocates first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2023 and has held it in 12 quarters since.
Strategic Advocates's iShares Core 60/40 Balanced Allocation ETF position peaked at $531K in Q3 2025.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.