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AORAOR
15 quarters

Position history for Creative PlanningCreative Planning's holdings in ISHARES TR

Creative Planning holds 145,147 shares of AOR (ISHARES TR), worth $10.1M as of 2026-Q2. The position was increased (+14.9% shares). AOR represents 0.0% of Creative Planning's portfolio.

Current Value

$10.1M

Current Shares

145,147

Total Value Change

+$9.5M

Total Shares Change

+130,969

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
145,147
+14.9%
$10.1M0.0%$68.98
32
2026-Q1
Decreased
126,352
-1.6%
$8.1M0.0%$66.17
0
2025-Q4
Increased
128,342
+118.0%
$8.3M0.0%$65.32
44
2025-Q3
Increased
58,866
+33.0%
$3.8M0.0%$63.31
34
2025-Q2
Increased
44,263
+46.2%
$2.7M0.0%$59.99
36
2025-Q1
Increased
30,281
+33.3%
$1.7M0.0%$55.97
33
2024-Q4
Increased
22,720
+0.7%
$1.3M0.0%$55.83
25
2024-Q3
Increased
22,555
+4.8%
$1.3M0.0%$56.87
27
2024-Q2
Decreased
21,521
-9.5%
$1.2M0.0%$53.62
0
2024-Q1
Decreased
23,769
-9.9%
$1.3M0.0%$52.79
0
2023-Q4
New
26,384
-
$1.4M0.0%$50.44
35
2021-Q3
Exited
0
-100.0%
$00.0%$49.87
0
2021-Q2
New
1,800
-
$101,0000.0%$50.01
30
2019-Q2
Exited
0
-100.0%
$00.0%$39.24
0
2019-Q1
New
14,178
-
$634,0000.0%$37.95
34

Other major holders of AOR: BlackRock, Inc., WELLS FARGO & COMPANY/MN

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