Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Cetera Investment Advisers’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 		$10.4M Buy
161,173
+16,444
+11% +$1.08M 0.01% 1046
2025
Q4 		$9.41M Buy
144,729
+46,926
+48% +$3.04M 0.01% 1070
2025
Q3 		$6.3M Buy
97,803
+64,502
+194% +$4.03M 0.01% 1250
2025
Q2 		$2.05M Buy
33,301
+912
+3% +$53.3K ﹤0.01% 1828
2025
Q1 		$1.86M Sell
32,389
-10,300
-24% -$600K ﹤0.01% 1803
2024
Q4 		$2.45M Buy
42,689
+9,210
+28% +$539K 0.01% 1508
2024
Q3 		$1.98M Sell
33,479
-58
-0.2% -$3.33K ﹤0.01% 1637
2024
Q2 		$1.89M Sell
33,537
-1,218
-4% -$67.3K ﹤0.01% 1617
2024
Q1 		$1.93M Buy
34,755
+30,979
+820% +$1.67M ﹤0.01% 1570
2023
Q4 		$201K Buy
+3,776
New +$191K ﹤0.01% 2044
2023
Q1 		– Sell
-15,048
Closed -$710K – 2166
2022
Q4 		$710K Buy
+15,048
New +$708K 0.01% 1170
2022
Q3 		– Sell
-6,439
Closed -$309K – 1728
2022
Q2 		$309K Sell
6,439
-572
-8% -$28.8K ﹤0.01% 1398
2022
Q1 		$378K Sell
7,011
-3,809
-35% -$207K 0.01% 1355
2021
Q4 		$618K Buy
10,820
+12
+0.1% +$681 0.01% 1060
2021
Q3 		$600K Buy
10,808
+230
+2% +$13K 0.01% 1033
2021
Q2 		$592K Buy
10,578
+2,100
+25% +$116K 0.01% 1030
2021
Q1 		$454K Buy
8,478
+1,592
+23% +$84.7K 0.01% 1031
2020
Q4 		$359K Buy
+6,886
New +$346K 0.01% 1140

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

Cetera Investment Advisers's AOR Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 11% in Q1 2026, buying an estimated $1.08M and bringing the position to 161,173 shares worth $10.4M. The position accounts for 0.01% of the portfolio, ranked #1046.

Cetera Investment Advisers first reported a position in AOR in Q4 2020 and has held it in 18 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Cetera Investment Advisers held 161,173 shares of iShares Core 60/40 Balanced Allocation ETF worth $10.4M as of Q1 2026.
  • Cetera Investment Advisers bought 16,444 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $1.08M.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1046 holding.
  • Cetera Investment Advisers first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and has held it in 18 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.