AOR stock icon

iShares Core Growth Allocation ETF
AOR
Market cap $2.16B

58.73 USD
+0.21
0.36%
At close Oct 4, 4:00 PM EDT
1 day
0.36%
5 days
-0.88%
1 month
3.05%
3 months
3.58%
6 months
6.61%
Year to date
11.21%
1 year
20.05%
5 years
28.79%
0
Funds holding %
of 6,728 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

17% more funds holding in top 10

Funds holding in top 10: 6 [Q1] → 7 (+1) [Q2]

4% more funds holding

Funds holding: 316 [Q1] → 328 (+12) [Q2]

2% less capital invested

Capital invested by funds: $762M [Q1] → $743M (-$19M) [Q2]

3.32% less ownership

Funds ownership: 39.31% [Q1] → 36.0% (-3.32%) [Q2]

24% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 130

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Research analyst outlook

We haven’t received any recent analyst ratings for AOR.

See Analyst Rankings

Financial journalist opinion

Positive
Seeking Alpha
3 weeks ago
AOR: Passive Fund For Investors With Moderate Risk Tolerance
iShares Core Growth Allocation ETF offers a diversified, balanced portfolio with a 60% equity and 40% fixed income allocation, ideal for moderate risk tolerance. AOR's historical performance shows lower volatility and drawdowns compared to a 100% S&P 500 portfolio, making it suitable for risk-averse investors. With a low expense ratio of 0.15% and a 2.44% quarterly dividend, AOR provides cost-effective, passive global investment exposure.
AOR: Passive Fund For Investors With Moderate Risk Tolerance
Negative
Seeking Alpha
3 months ago
AOR: A Balanced Portfolio But Not Growth Oriented
iShares Core Growth Allocation ETF has a balanced portfolio of fixed income and equity funds. AOR has yet to reach its price peak from late 2021, while the S&P 500 index has already surpassed its peak. AOR is not a growth-oriented fund and is likely to underperform the S&P 500 index in the long run.
AOR: A Balanced Portfolio But Not Growth Oriented
Neutral
Zacks Investment Research
5 months ago
5 Defensive Investment ETF Strategies for Your Portfolio
Market volatility roared back in recent weeks on growing inflation worries, the uncertain timing of Fed rate cuts and escalating geopolitical tension in the Middle East. The combination of these factors has made investors jittery, compelling them to revisit their portfolios.
5 Defensive Investment ETF Strategies for Your Portfolio
Neutral
Seeking Alpha
8 months ago
AOR: Not The Most Capital-Efficient 60/40 ETF
iShares Core Growth Allocation ETF has a 60/40 allocation in global equities and bonds through ETFs. Exposure to foreign securities implies some currency risk, which has been detrimental since the fund's inception in 2008. Among competitors, WisdomTree U.S. Efficient Core Fund implements a 60/40 strategy with a 1.5 leveraging factor and about 98% of assets in U.S. issuers.
AOR: Not The Most Capital-Efficient 60/40 ETF
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