Bank of America’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $37.9M | Buy |
589,134
+4,088
| +0.7% | +$269K | ﹤0.01% | 1818 |
|
|
2025
Q4 | $38M | Buy |
585,046
+86,912
| +17% | +$5.64M | ﹤0.01% | 1749 |
|
|
2025
Q3 | $32.1M | Sell |
498,134
-57,803
| -10% | -$3.61M | ﹤0.01% | 2147 |
|
|
2025
Q2 | $34.2M | Sell |
555,937
-50,503
| -8% | -$2.95M | ﹤0.01% | 2029 |
|
|
2025
Q1 | $34.9M | Sell |
606,440
-46,995
| -7% | -$2.74M | ﹤0.01% | 1916 |
|
|
2024
Q4 | $37.5M | Buy |
653,435
+75,263
| +13% | +$4.41M | ﹤0.01% | 1744 |
|
|
2024
Q3 | $34.3M | Sell |
578,172
-573,686
| -50% | -$32.9M | ﹤0.01% | 1901 |
|
|
2024
Q2 | $64.9M | Sell |
1,151,858
-68,399
| -6% | -$3.78M | 0.01% | 1281 |
|
|
2024
Q1 | $67.9M | Sell |
1,220,257
-28,236
| -2% | -$1.52M | 0.01% | 1269 |
|
|
2023
Q4 | $66.4M | Sell |
1,248,493
-67,542
| -5% | -$3.41M | 0.01% | 1174 |
|
|
2023
Q3 | $65M | Sell |
1,316,035
-10,995
| -0.8% | -$560K | 0.01% | 1122 |
|
|
2023
Q2 | $68.3M | Sell |
1,327,030
-39,453
| -3% | -$1.99M | 0.01% | 1098 |
|
|
2023
Q1 | $68.4M | Sell |
1,366,483
-452,822
| -25% | -$22.3M | 0.01% | 1157 |
|
|
2022
Q4 | $85.8M | Buy |
1,819,305
+525,157
| +41% | +$24.7M | 0.01% | 968 |
|
|
2022
Q3 | $58M | Sell |
1,294,148
-54,044
| -4% | -$2.62M | 0.01% | 1159 |
|
|
2022
Q2 | $64.7M | Buy |
1,348,192
+222,980
| +20% | +$11.2M | 0.01% | 1114 |
|
|
2022
Q1 | $60.7M | Sell |
1,125,212
-50,719
| -4% | -$2.76M | 0.01% | 1231 |
|
|
2021
Q4 | $67.1M | Buy |
1,175,931
+48,036
| +4% | +$2.73M | 0.01% | 1221 |
|
|
2021
Q3 | $62.6M | Buy |
1,127,895
+4,163
| +0.4% | +$235K | 0.01% | 1219 |
|
|
2021
Q2 | $62.9M | Sell |
1,123,732
-54,228
| -5% | -$3M | 0.01% | 1219 |
|
|
2021
Q1 | $63.1M | Buy |
1,177,960
+11,637
| +1% | +$619K | 0.01% | 1142 |
|
|
2020
Q4 | $60.9M | Sell |
1,166,323
-1,613
| -0.1% | -$81.2K | 0.01% | 1054 |
|
|
2020
Q3 | $56.6M | Sell |
1,167,936
-48,895
| -4% | -$2.36M | 0.01% | 1019 |
|
|
2020
Q2 | $56.4M | Buy |
1,216,831
+18,065
| +2% | +$803K | 0.01% | 964 |
|
|
2020
Q1 | $49.6M | Sell |
1,198,766
-52
| -0% | -$2.39K | 0.01% | 963 |
|
|
2019
Q4 | $57.4M | Sell |
1,198,818
-14,750
| -1% | -$691K | 0.01% | 1089 |
|
|
2019
Q3 | $55.9M | Sell |
1,213,568
-88,267
| -7% | -$4.03M | 0.01% | 1049 |
|
|
2019
Q2 | $59.9M | Sell |
1,301,835
-209,780
| -14% | -$9.45M | 0.01% | 1012 |
|
|
2019
Q1 | $67.6M | Sell |
1,511,615
-1,121,427
| -43% | -$48.7M | 0.01% | 928 |
|
|
2018
Q4 | $109M | Buy |
2,633,042
+1,551,567
| +143% | +$66.4M | 0.02% | 642 |
|
|
2018
Q3 | $48.8M | Buy |
1,081,475
+26,038
| +2% | +$1.17M | 0.01% | 1125 |
|
|
2018
Q2 | $46.8M | Buy |
1,055,437
+66,384
| +7% | +$2.96M | 0.01% | 1133 |
|
|
2018
Q1 | $44.1M | Sell |
989,053
-60,614
| -6% | -$2.74M | 0.01% | 1136 |
|
|
2017
Q4 | $47.2M | Buy |
1,049,667
+50,672
| +5% | +$2.3M | 0.01% | 1139 |
|
|
2017
Q3 | $44.8M | Buy |
998,995
+11,310
| +1% | +$499K | 0.01% | 1237 |
|
|
2017
Q2 | $43.1M | Buy |
987,685
+37,572
| +4% | +$1.62M | 0.01% | 1126 |
|
|
2017
Q1 | $40.3M | Sell |
950,113
-5,544,519
| -85% | -$231M | 0.01% | 1183 |
|
|
2016
Q4 | $264M | Buy |
6,494,632
+5,367,669
| +476% | +$217M | 0.06% | 330 |
|
|
2016
Q3 | $46.4M | Buy |
1,126,963
+10,122
| +0.9% | +$412K | 0.01% | 1028 |
|
|
2016
Q2 | $44.7M | Buy |
1,116,841
+105,275
| +10% | +$4.17M | 0.01% | 1053 |
|
|
2016
Q1 | $39.9M | Sell |
1,011,566
-7,589,862
| -88% | -$287M | 0.01% | 1069 |
|
|
2015
Q4 | $334M | Buy |
8,601,428
+7,698,406
| +853% | +$303M | 0.08% | 267 |
|
|
2015
Q3 | $34.5M | Buy |
903,022
+758,302
| +524% | +$30M | 0.01% | 1215 |
|
|
2015
Q2 | $5.87M | Buy |
144,720
+12,248
| +9% | +$506K | ﹤0.01% | 2435 |
|
|
2015
Q1 | $5.41M | Sell |
132,472
-296,585
| -69% | -$12M | ﹤0.01% | 2423 |
|
|
2014
Q4 | $17.2M | Buy |
429,057
+359,580
| +518% | +$14.3M | 0.01% | 1496 |
|
|
2014
Q3 | $2.74M | Buy |
69,477
+1,460
| +2% | +$58.5K | ﹤0.01% | 3103 |
|
|
2014
Q2 | $2.75M | Buy |
68,017
+16,947
| +33% | +$670K | ﹤0.01% | 3088 |
|
|
2014
Q1 | $2M | Buy |
51,070
+21,839
| +75% | +$840K | ﹤0.01% | 3218 |
|
|
2013
Q4 | $1.13M | Buy |
29,231
+355
| +1% | +$13.4K | ﹤0.01% | 3933 |
|
|
2013
Q3 | $1.06M | Sell |
28,876
-5,767
| -17% | -$210K | ﹤0.01% | 3894 |
|
|
2013
Q2 | $1.23M | Buy |
+34,643
| New | +$1.25M | ﹤0.01% | 3778 |
|
Other funds holding AOR
WAM
MFIM
AL
CWA
JSA
Bank of America's AOR Position: Q1 2026 in Review
Bank of America increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.7% in Q1 2026, buying an estimated $269K and bringing the position to 589,134 shares worth $37.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1818.
Bank of America first reported a position in AOR in Q2 2013 and has held it in 52 quarters since. The position peaked at $334M in Q4 2015. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.
- Bank of America held 589,134 shares of iShares Core 60/40 Balanced Allocation ETF worth $37.9M as of Q1 2026.
- Bank of America bought 4,088 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $269K.
- iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1818 holding.
- Bank of America first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2013 and has held it in 52 quarters since.
- Bank of America's iShares Core 60/40 Balanced Allocation ETF position peaked at $334M in Q4 2015.
- 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.