Cerity Partners
AOR icon

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

Cerity Partners’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 		$1.65M Buy
23,806
+11,570
+95% +$788K ﹤0.01% 1697
2026
Q1 		$787K Buy
12,236
+441
+4% +$29.1K ﹤0.01% 1993
2025
Q4 		$767K Buy
11,795
+1,201
+11% +$77.9K ﹤0.01% 1843
2025
Q3 		$682K Sell
10,594
-1,165
-10% -$72.9K ﹤0.01% 1786
2025
Q2 		$724K Sell
11,759
-151
-1% -$8.82K ﹤0.01% 1680
2025
Q1 		$686K Sell
11,910
-2,054
-15% -$120K ﹤0.01% 1600
2024
Q4 		$800K Buy
13,964
+1,902
+16% +$111K ﹤0.01% 1519
2024
Q3 		$715K Buy
12,062
+2,059
+21% +$118K ﹤0.01% 1577
2024
Q2 		$563K Sell
10,003
-1,028
-9% -$56.8K ﹤0.01% 1493
2024
Q1 		$614K Buy
11,031
+1,183
+12% +$63.8K ﹤0.01% 1501
2023
Q4 		$524K Sell
9,848
-504
-5% -$25.4K ﹤0.01% 1253
2023
Q3 		$511K Buy
10,352
+3,115
+43% +$159K ﹤0.01% 973
2023
Q2 		$372K Buy
+7,237
New +$364K ﹤0.01% 1306

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 $343M AUM 29.82% 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 $338M AUM 29.36% 1-Year Est. Return

Cerity Partners's AOR Position: Q2 2026 in Review

Cerity Partners increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 95% in Q2 2026, buying an estimated $788K and bringing the position to 23,806 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Cerity Partners first reported a position in AOR in Q2 2023 and has held it in 13 quarters since. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Cerity Partners held 23,806 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.65M as of Q2 2026.
  • Cerity Partners bought 11,570 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $788K.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1697 holding.
  • Cerity Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2023 and has held it in 13 quarters since.
  • 453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.