CIBC Bancorp USA’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

CIBC Bancorp USA’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	$522K	Sell	7,507 -32	-0.4%	-$2.18K	﹤0.01%	1290
2026 Q1	$485K	Buy	+7,539	New	+$497K	﹤0.01%	1238

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CIBC Bancorp USA's AOR Position: Q2 2026 in Review

CIBC Bancorp USA reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.42% in Q2 2026, selling an estimated $2.18K and leaving 7,507 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

CIBC Bancorp USA first reported a position in AOR in Q1 2026 and has held it in 2 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

CIBC Bancorp USA held 7,507 shares of iShares Core 60/40 Balanced Allocation ETF worth $522K as of Q2 2026.
CIBC Bancorp USA sold 32 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $2.18K.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of CIBC Bancorp USA's portfolio in Q2 2026, its #1290 holding.
CIBC Bancorp USA first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2026 and has held it in 2 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.