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Blue Trust Inc’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Blue Trust 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 		$6.95K Buy
+100
New +$6.81K ﹤0.01% 1952
2026
Q1 		– Sell
-837
Closed -$54.4K – 2513
2025
Q4 		$54.4K Buy
+837
New +$54.3K ﹤0.01% 1328

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

Blue Trust Inc's AOR Position: Q2 2026 in Review

Blue Trust Inc opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 100 shares worth $6.95K. The stake represents ﹤0.01% of the portfolio and ranks #1952 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in AOR as recently as Q4 2025.

Blue Trust Inc first reported a position in AOR in Q4 2025 and has held it in 2 quarters since. The position peaked at $54.4K in Q4 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Blue Trust Inc held 100 shares of iShares Core 60/40 Balanced Allocation ETF worth $6.95K as of Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF was a new Blue Trust Inc position in Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1952 holding.
  • Blue Trust Inc first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • Blue Trust Inc's iShares Core 60/40 Balanced Allocation ETF position peaked at $54.4K in Q4 2025.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.