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Ferguson Wellman Capital Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Ferguson Wellman Capital Management’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 		$221K Hold
3,434
– – ﹤0.01% 386
2025
Q4 		$223K Buy
+3,434
New +$223K ﹤0.01% 337

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 $6.18B AUM 18.43% 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

Ferguson Wellman Capital Management's AOR Position: Q1 2026 in Review

Ferguson Wellman Capital Management held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q1 2026 at 3,434 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Ferguson Wellman Capital Management first reported a position in AOR in Q4 2025 and has held it in 2 quarters since. The position peaked at $223K in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Ferguson Wellman Capital Management held 3,434 shares of iShares Core 60/40 Balanced Allocation ETF worth $221K as of Q1 2026.
  • Ferguson Wellman Capital Management left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q1 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q1 2026, its #386 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • Ferguson Wellman Capital Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $223K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2026, filed 1 May 2026.