Bank of Montreal’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 | $1.6M | Buy |
24,811
+4,991
| +25% | +$329K | ﹤0.01% | 1781 |
|
|
2025
Q4 | $1.29M | Sell |
19,820
-821
| -4% | -$53.3K | ﹤0.01% | 1845 |
|
|
2025
Q3 | $1.33M | Buy |
20,641
+1,060
| +5% | +$66.3K | ﹤0.01% | 1831 |
|
|
2025
Q2 | $1.21M | Sell |
19,581
-1,042
| -5% | -$60.9K | ﹤0.01% | 1811 |
|
|
2025
Q1 | $1.19M | Sell |
20,623
-183
| -0.9% | -$10.7K | ﹤0.01% | 1737 |
|
|
2024
Q4 | $1.19M | Buy |
20,806
+2,446
| +13% | +$143K | ﹤0.01% | 1784 |
|
|
2024
Q3 | $1.09M | Sell |
18,360
-1,161
| -6% | -$66.6K | ﹤0.01% | 1993 |
|
|
2024
Q2 | $1.1M | Buy |
19,521
+445
| +2% | +$24.6K | ﹤0.01% | 1971 |
|
|
2024
Q1 | $1.06M | Buy |
19,076
+1,040
| +6% | +$56.1K | ﹤0.01% | 1975 |
|
|
2023
Q4 | $962K | Sell |
18,036
-5,947
| -25% | -$300K | ﹤0.01% | 2067 |
|
|
2023
Q3 | $1.22M | Sell |
23,983
-144,988
| -86% | -$7.38M | ﹤0.01% | 1946 |
|
|
2023
Q2 | $8.72M | Buy |
168,971
+141,943
| +525% | +$7.14M | ﹤0.01% | 1063 |
|
|
2023
Q1 | $1.35M | Buy |
27,028
+12,534
| +86% | +$617K | ﹤0.01% | 1867 |
|
|
2022
Q4 | $686K | Sell |
14,494
-334
| -2% | -$15.7K | ﹤0.01% | 2418 |
|
|
2022
Q3 | $717 | Buy |
14,828
+277
| +2% | +$13.4K | ﹤0.01% | 2361 |
|
|
2022
Q2 | $706 | Sell |
14,551
-2,622
| -15% | -$132K | ﹤0.01% | 2501 |
|
|
2022
Q1 | $937K | Buy |
17,173
+2,464
| +17% | +$134K | ﹤0.01% | 2392 |
|
|
2021
Q4 | $842K | Buy |
14,709
+13,613
| +1,242% | +$772K | ﹤0.01% | 2055 |
|
|
2021
Q3 | $62K | Sell |
1,096
-252
| -19% | -$14.2K | ﹤0.01% | 3525 |
|
|
2021
Q2 | $76K | Buy |
1,348
+963
| +250% | +$53.2K | ﹤0.01% | 3368 |
|
|
2021
Q1 | $21K | Buy |
+385
| New | +$20.5K | ﹤0.01% | 4024 |
|
|
2020
Q3 | – | Sell |
-2,030
| Closed | -$95K | – | 4754 |
|
|
2020
Q2 | $95K | Sell |
2,030
-4,938
| -71% | -$219K | ﹤0.01% | 3117 |
|
|
2020
Q1 | $284K | Buy |
+6,968
| New | +$320K | ﹤0.01% | 2213 |
|
|
2018
Q3 | – | Sell |
-6,670
| Closed | -$296K | – | 4716 |
|
|
2018
Q2 | $296K | Buy |
+6,670
| New | +$298K | ﹤0.01% | 2590 |
|
|
2018
Q1 | – | Sell |
-10,110
| Closed | -$454K | – | 4154 |
|
|
2017
Q4 | $454K | Sell |
10,110
-1,890
| -16% | -$85.9K | ﹤0.01% | 2324 |
|
|
2017
Q3 | $538K | Hold |
12,000
| – | – | ﹤0.01% | 2240 |
|
|
2017
Q2 | $523K | Buy |
+12,000
| New | +$517K | ﹤0.01% | 2251 |
|
|
2016
Q2 | – | Sell |
-1,493
| Closed | -$59K | – | 4064 |
|
|
2016
Q1 | $59K | Hold |
1,493
| – | – | ﹤0.01% | 2990 |
|
|
2015
Q4 | $58K | Hold |
1,493
| – | – | ﹤0.01% | 2976 |
|
|
2015
Q3 | $57K | Hold |
1,493
| – | – | ﹤0.01% | 2867 |
|
|
2015
Q2 | $61K | Hold |
1,493
| – | – | ﹤0.01% | 2943 |
|
|
2015
Q1 | $61K | Hold |
1,493
| – | – | ﹤0.01% | 2844 |
|
|
2014
Q4 | $60K | Hold |
1,493
| – | – | ﹤0.01% | 2990 |
|
|
2014
Q3 | $59K | Hold |
1,493
| – | – | ﹤0.01% | 3069 |
|
|
2014
Q2 | $60K | Sell |
1,493
-768
| -34% | -$30.4K | ﹤0.01% | 3115 |
|
|
2014
Q1 | $88K | Buy |
+2,261
| New | +$87K | ﹤0.01% | 2863 |
|
Other funds holding AOR
WAM
MFIM
AL
CWA
Bank of Montreal's AOR Position: Q1 2026 in Review
Bank of Montreal increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 25% in Q1 2026, buying an estimated $329K and bringing the position to 24,811 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1781.
Bank of Montreal first reported a position in AOR in Q1 2014 and has held it in 36 quarters since. The position peaked at $8.72M in Q2 2023. 409 funds tracked by Wall St. Rank hold AOR as of Q1 2026.
- Bank of Montreal held 24,811 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.6M as of Q1 2026.
- Bank of Montreal bought 4,991 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $329K.
- iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1781 holding.
- Bank of Montreal first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2014 and has held it in 36 quarters since.
- Bank of Montreal's iShares Core 60/40 Balanced Allocation ETF position peaked at $8.72M in Q2 2023.
- 409 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.