EH
AOR icon

Equitable Holdings’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Equitable Holdings’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 		$1.96M Buy
28,251
+1,814
+7% +$124K 0.01% 749
2026
Q1 		$1.72M Sell
26,437
-281
-1% -$18.5K 0.01% 786
2025
Q4 		$1.74M Buy
26,718
+1,135
+4% +$73.6K 0.01% 682
2025
Q3 		$1.65M Buy
25,583
+2,127
+9% +$133K 0.01% 676
2025
Q2 		$1.44M Buy
23,456
+2,660
+13% +$155K 0.01% 687
2025
Q1 		$1.2M Buy
20,796
+2,064
+11% +$120K 0.01% 660
2024
Q4 		$1.07M Buy
18,732
+2,925
+19% +$171K 0.01% 656
2024
Q3 		$936K Buy
15,807
+2,883
+22% +$165K 0.01% 692
2024
Q2 		$728K Buy
12,924
+4,382
+51% +$242K 0.01% 726
2024
Q1 		$476K Buy
8,542
+1,246
+17% +$67.2K 0.01% 821
2023
Q4 		$388K Buy
7,296
+563
+8% +$28.4K ﹤0.01% 854
2023
Q3 		$333K Buy
6,733
+1,548
+30% +$78.8K ﹤0.01% 844
2023
Q2 		$267K Sell
5,185
-211
-4% -$10.6K ﹤0.01% 891
2023
Q1 		$270K Sell
5,396
-816
-13% -$40.1K ﹤0.01% 835
2022
Q4 		$293K Sell
6,212
-706
-10% -$33.2K 0.01% 742
2022
Q3 		$310K Buy
6,918
+15
+0.2% +$727 0.01% 677
2022
Q2 		$331K Buy
6,903
+1,134
+20% +$57.1K 0.01% 656
2022
Q1 		$311K Sell
5,769
-377
-6% -$20.5K 0.01% 702
2021
Q4 		$351K Sell
6,146
-337
-5% -$19.1K 0.01% 660
2021
Q3 		$360K Buy
6,483
+80
+1% +$4.51K 0.01% 617
2021
Q2 		$359K Buy
6,403
+1,443
+29% +$79.7K 0.01% 614
2021
Q1 		$266K Buy
+4,960
New +$264K 0.01% 646

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

Equitable Holdings's AOR Position: Q2 2026 in Review

Equitable Holdings increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 6.9% in Q2 2026, buying an estimated $124K and bringing the position to 28,251 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #749.

Equitable Holdings first reported a position in AOR in Q1 2021 and has held it in 22 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Equitable Holdings held 28,251 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.96M as of Q2 2026.
  • Equitable Holdings bought 1,814 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $124K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #749 holding.
  • Equitable Holdings first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2021 and has held it in 22 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.