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Benjamin Edwards Inc’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Benjamin Edwards Inc’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
Q2 		$4.2M Buy
60,403
+28,332
+88% +$1.93M 0.04% 392
2026
Q1 		$2.06M Buy
32,071
+2,357
+8% +$155K 0.02% 539
2025
Q4 		$1.93M Buy
29,714
+4,201
+16% +$273K 0.02% 515
2025
Q3 		$1.64M Buy
25,513
+3,941
+18% +$246K 0.02% 539
2025
Q2 		$1.33M Buy
21,572
+1,930
+10% +$113K 0.02% 543
2025
Q1 		$1.13M Buy
19,642
+8,378
+74% +$488K 0.02% 541
2024
Q4 		$646K Buy
+11,264
New +$660K 0.01% 748

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

Benjamin Edwards Inc's AOR Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 88% in Q2 2026, buying an estimated $1.93M and bringing the position to 60,403 shares worth $4.2M. The position accounts for 0.04% of the portfolio, ranked #392.

Benjamin Edwards Inc first reported a position in AOR in Q4 2024 and has held it in 7 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Benjamin Edwards Inc held 60,403 shares of iShares Core 60/40 Balanced Allocation ETF worth $4.2M as of Q2 2026.
  • Benjamin Edwards Inc bought 28,332 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.93M.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #392 holding.
  • Benjamin Edwards Inc first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 7 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.