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

United Capital Financial 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 		$1.09M Buy
15,760
+1,106
+8% +$75.3K 0.01% 767
2026
Q1 		$943K Sell
14,654
-6,557
-31% -$432K 0.01% 780
2025
Q4 		$1.38M Buy
21,211
+1,235
+6% +$80.1K 0.01% 637
2025
Q3 		$1.29M Buy
19,976
+511
+3% +$32K 0.01% 574
2025
Q2 		$1.2M Buy
19,465
+495
+3% +$28.9K 0.01% 544
2025
Q1 		$1.09M Sell
18,970
-2,364
-11% -$138K 0.01% 547
2024
Q4 		$1.22M Buy
21,334
+925
+5% +$54.2K 0.01% 514
2024
Q3 		$1.21M Buy
20,409
+1,407
+7% +$80.7K 0.01% 498
2024
Q2 		$1.07M Buy
19,002
+4,268
+29% +$236K 0.01% 511
2024
Q1 		$820K Sell
14,734
-235
-2% -$12.7K 0.01% 613
2023
Q4 		$796K Sell
14,969
-2,712
-15% -$137K 0.01% 604
2023
Q3 		$874K Buy
17,681
+5,850
+49% +$298K 0.01% 542
2023
Q2 		$609K Buy
11,831
+88
+0.7% +$4.43K ﹤0.01% 650
2023
Q1 		$588K Buy
11,743
+602
+5% +$29.6K ﹤0.01% 695
2022
Q4 		$525K Buy
11,141
+608
+6% +$28.6K ﹤0.01% 744
2022
Q3 		$472K Buy
10,533
+62
+0.6% +$3K ﹤0.01% 773
2022
Q2 		$503K Sell
10,471
-363
-3% -$18.3K ﹤0.01% 795
2022
Q1 		$585K Sell
10,834
-1,435
-12% -$78.1K ﹤0.01% 798
2021
Q4 		$700K Buy
12,269
+47
+0.4% +$2.67K ﹤0.01% 775
2021
Q3 		$678K Buy
12,222
+363
+3% +$20.5K ﹤0.01% 783
2021
Q2 		$664K Buy
11,859
+427
+4% +$23.6K ﹤0.01% 800
2021
Q1 		$612K Sell
11,432
-4,802
-30% -$255K ﹤0.01% 794
2020
Q4 		$847K Buy
16,234
+5,114
+46% +$257K 0.01% 718
2020
Q3 		$539K Buy
11,120
+1,119
+11% +$54K ﹤0.01% 814
2020
Q2 		$464K Sell
10,001
-128
-1% -$5.69K ﹤0.01% 896
2020
Q1 		$419K Buy
10,129
+5,821
+135% +$267K ﹤0.01% 878
2019
Q4 		$206K Sell
4,308
-78
-2% -$3.65K ﹤0.01% 1274
2019
Q3 		$202K Buy
+4,386
New +$200K ﹤0.01% 1199

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $337M AUM 37.76% 1-Year Est. Return

United Capital Financial Advisors's AOR Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 7.5% in Q2 2026, buying an estimated $75.3K and bringing the position to 15,760 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #767.

United Capital Financial Advisors first reported a position in AOR in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.38M in Q4 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • United Capital Financial Advisors held 15,760 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.09M as of Q2 2026.
  • United Capital Financial Advisors bought 1,106 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $75.3K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #767 holding.
  • United Capital Financial Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2019 and has held it in 28 quarters since.
  • United Capital Financial Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.38M in Q4 2025.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.