Barclays
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Barclays’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Barclays’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
Q1 		– Sell
-419,700
Closed -$27.3M – 5025
2025
Q4 		$27.3M Buy
+419,700
New +$27.2M 0.01% 1072
2021
Q4 		– Sell
-29,968
Closed -$1.66M – 4108
2021
Q3 		$1.66M Buy
+29,968
New +$1.69M ﹤0.01% 2475

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Barclays's AOR Position: Q1 2026 in Review

Barclays sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026, closing a stake of 419,700 shares — an estimated $27.3M sold.

Barclays first reported a position in AOR in Q3 2021 and held it in 2 quarters. The position peaked at $27.3M in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Barclays reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Barclays sold 419,700 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $27.3M.
  • Barclays first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2021 and held it in 2 quarters.
  • Barclays's iShares Core 60/40 Balanced Allocation ETF position peaked at $27.3M in Q4 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.