CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$75.5K Buy
1,161
+2
+0.2% +$130 ﹤0.01% 1625
2025
Q3 		$74.6K Buy
1,159
+1
+0.1% +$63 ﹤0.01% 1623
2025
Q2 		$71.3K Hold
1,158
– – ﹤0.01% 1532
2025
Q1 		$61.8K Sell
1,158
-32
-3% -$1.86K ﹤0.01% 1558
2024
Q4 		$68.3K Hold
1,190
– – ﹤0.01% 1562
2024
Q3 		$70.5K Hold
1,190
– – ﹤0.01% 1643
2024
Q2 		$67.5K Hold
1,190
– – ﹤0.01% 1556
2024
Q1 		$66K Buy
+1,190
New +$64.2K ﹤0.01% 1555

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CIBC Private Wealth Group's AOR Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.17% in Q4 2025, buying an estimated $130 and bringing the position to 1,161 shares worth $75.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

CIBC Private Wealth Group first reported a position in AOR in Q1 2024 and has held it in 8 quarters since. 427 funds tracked by Wall St. Rank hold AOR as of Q4 2025.

  • CIBC Private Wealth Group held 1,161 shares of iShares Core 60/40 Balanced Allocation ETF worth $75.5K as of Q4 2025.
  • CIBC Private Wealth Group bought 2 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2025, an estimated $130.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1625 holding.
  • CIBC Private Wealth Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2024 and has held it in 8 quarters since.
  • 427 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.