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Engineers Gate Manager’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Engineers Gate Manager’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 		– Sell
-4,805
Closed -$309K – 2082
2025
Q3 		$309K Sell
4,805
-8,507
-64% -$532K ﹤0.01% 1737
2025
Q2 		$820K Sell
13,312
-1,915
-13% -$112K 0.01% 1221
2025
Q1 		$877K Buy
+15,227
New +$886K 0.01% 1138

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Engineers Gate Manager's AOR Position: Q4 2025 in Review

Engineers Gate Manager sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2025, closing a stake of 4,805 shares — an estimated $309K sold.

Engineers Gate Manager first reported a position in AOR in Q1 2025 and held it in 3 quarters. The position peaked at $877K in Q1 2025. 424 funds tracked by Wall St. Rank hold AOR as of Q4 2025.

  • Engineers Gate Manager reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • Engineers Gate Manager sold 4,805 iShares Core 60/40 Balanced Allocation ETF shares in Q4 2025, an estimated $309K.
  • Engineers Gate Manager first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2025 and held it in 3 quarters.
  • Engineers Gate Manager's iShares Core 60/40 Balanced Allocation ETF position peaked at $877K in Q1 2025.
  • 424 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2025.

Based on Engineers Gate Manager's 13F filing for Q4 2025, filed 17 Feb 2026.