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Clifford Swan Investment Counsel’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Clifford Swan Investment Counsel’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 		– Sell
-36,440
Closed -$2.37M – 335
2025
Q4 		$2.37M Buy
+36,440
New +$2.36M 0.08% 145

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 $6.37B AUM 23.22% 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 $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Clifford Swan Investment Counsel's AOR Position: Q1 2026 in Review

Clifford Swan Investment Counsel sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026, closing a stake of 36,440 shares — an estimated $2.37M sold.

Clifford Swan Investment Counsel first reported a position in AOR in Q4 2025 and held it in 1 quarter. The position peaked at $2.37M in Q4 2025. 408 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Clifford Swan Investment Counsel reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 36,440 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $2.37M.
  • Clifford Swan Investment Counsel first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and held it in 1 quarter.
  • Clifford Swan Investment Counsel's iShares Core 60/40 Balanced Allocation ETF position peaked at $2.37M in Q4 2025.
  • 408 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.