CIBC World Market
AOR icon

CIBC World Market’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

CIBC World Market’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 		$358K Hold
5,145
– – ﹤0.01% 1311
2026
Q1 		$331K Buy
+5,145
New +$339K ﹤0.01% 1242
2025
Q4 		– Sell
-3,545
Closed -$228K – 1444
2025
Q3 		$228K Hold
3,545
– – ﹤0.01% 1316
2025
Q2 		$218K Sell
3,545
-70
-2% -$4.09K ﹤0.01% 1259
2025
Q1 		$208K Sell
3,615
-6
-0.2% -$349 ﹤0.01% 1261
2024
Q4 		$208K Buy
+3,621
New +$212K ﹤0.01% 1289

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

CIBC World Market's AOR Position: Q2 2026 in Review

CIBC World Market held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 5,145 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

CIBC World Market first reported a position in AOR in Q4 2024 and has held it in 6 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • CIBC World Market held 5,145 shares of iShares Core 60/40 Balanced Allocation ETF worth $358K as of Q2 2026.
  • CIBC World Market left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of CIBC World Market's portfolio in Q2 2026, its #1311 holding.
  • CIBC World Market first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 6 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.