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 Q2	$239K	Hold	3,434	–	–	﹤0.01%	405
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ferguson Wellman Capital Management's AOR Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 3,434 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Ferguson Wellman Capital Management first reported a position in AOR in Q4 2025 and has held it in 3 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Ferguson Wellman Capital Management held 3,434 shares of iShares Core 60/40 Balanced Allocation ETF worth $239K as of Q2 2026.
Ferguson Wellman Capital Management 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 Ferguson Wellman Capital Management's portfolio in Q2 2026, its #405 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 3 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.