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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
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

Strategic Advocates's AOR Position: Q1 2026 in Review

Strategic Advocates reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 98% in Q1 2026, selling an estimated $488K and leaving 163 shares worth $10.5K. The position accounts for 0.05% of the portfolio, ranked #157.

Strategic Advocates first reported a position in AOR in Q3 2023 and has held it in 11 quarters since. The position peaked at $531K in Q3 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Strategic Advocates held 163 shares of iShares Core 60/40 Balanced Allocation ETF worth $10.5K as of Q1 2026.
  • Strategic Advocates sold 7,408 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $488K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.05% of Strategic Advocates's portfolio in Q1 2026, its #157 holding.
  • Strategic Advocates first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2023 and has held it in 11 quarters since.
  • Strategic Advocates's iShares Core 60/40 Balanced Allocation ETF position peaked at $531K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.