Van Hulzen Asset Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Van Hulzen Asset Management’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	$272K	Buy	3,910 +792	+25%	+$53.9K	0.02%	334
2026 Q1	$201K	Buy	+3,118	New	+$206K	0.01%	349
2025 Q4	–	Sell	-4,296	Closed	-$277K	–	340
2025 Q3	$277K	Sell	4,296 -386	-8%	-$24.1K	0.02%	279
2025 Q2	$288K	Buy	4,682 +15	+0.3%	+$876	0.02%	262
2025 Q1	$269K	Buy	4,667 +375	+9%	+$21.8K	0.02%	260
2024 Q4	$246K	Sell	4,292 -516	-11%	-$30.2K	0.02%	285
2024 Q3	$285K	Sell	4,808 -754	-14%	-$43.2K	0.02%	263
2024 Q2	$313K	Sell	5,562 -167	-3%	-$9.23K	0.02%	251
2024 Q1	$319K	Buy	5,729 +8	+0.1%	+$431	0.02%	262
2023 Q4	$304K	Buy	5,721 +732	+15%	+$37K	0.02%	264
2023 Q3	$247K	Sell	4,989 -736	-13%	-$37.5K	0.02%	265
2023 Q2	$295K	Buy	5,725 +68	+1%	+$3.42K	0.03%	243
2023 Q1	$283K	Buy	5,657 +466	+9%	+$22.9K	0.03%	237
2022 Q4	$245K	Sell	5,191 -504	-9%	-$23.7K	0.03%	247
2022 Q3	$255K	Buy	5,695 +189	+3%	+$9.15K	0.03%	231
2022 Q2	$264K	Buy	5,506 +467	+9%	+$23.5K	0.03%	234
2022 Q1	$272K	Buy	5,039 +752	+18%	+$40.9K	0.03%	247
2021 Q4	$245K	Sell	4,287 -170	-4%	-$9.64K	0.03%	263
2021 Q3	$247K	Buy	4,457 +257	+6%	+$14.5K	0.04%	230
2021 Q2	$235K	Buy	4,200 +44	+1%	+$2.43K	0.04%	232
2021 Q1	$223K	Sell	4,156 -402	-9%	-$21.4K	0.04%	234
2020 Q4	$238K	Sell	4,558 -754	-14%	-$37.9K	0.04%	240
2020 Q3	$257K	Sell	5,312 -4	-0.1%	-$193	0.04%	214
2020 Q2	$247K	Sell	5,316 -1,123	-17%	-$49.9K	0.04%	215
2020 Q1	$266K	Sell	6,439 -2,357	-27%	-$108K	0.06%	197
2019 Q4	$421K	Buy	+8,796	New	+$412K	0.08%	170
2019 Q3	–	Sell	-7,291	Closed	-$336K	–	264
2019 Q2	$336K	Buy	7,291 +267	+4%	+$12K	0.07%	185
2019 Q1	$314K	Buy	7,024 +10	+0.1%	+$435	0.08%	167
2018 Q4	$290K	Buy	7,014 +1,241	+21%	+$53.1K	0.08%	170
2018 Q3	$261K	Buy	5,773 +1,156	+25%	+$51.8K	0.07%	190
2018 Q2	$205K	Buy	+4,617	New	+$206K	0.06%	182

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

Van Hulzen Asset Management's AOR Position: Q2 2026 in Review

Van Hulzen Asset Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 25% in Q2 2026, buying an estimated $53.9K and bringing the position to 3,910 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #334.

Van Hulzen Asset Management first reported a position in AOR in Q2 2018 and has held it in 31 quarters since. The position peaked at $421K in Q4 2019. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Van Hulzen Asset Management held 3,910 shares of iShares Core 60/40 Balanced Allocation ETF worth $272K as of Q2 2026.
Van Hulzen Asset Management bought 792 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $53.9K.
iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #334 holding.
Van Hulzen Asset Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2018 and has held it in 31 quarters since.
Van Hulzen Asset Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $421K in Q4 2019.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.