Goldman Sachs’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Goldman Sachs’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	$228K	Sell	3,286 -28,929	-90%	-$1.97M	﹤0.01%	6141
2026 Q1	$2.07M	Buy	32,215 +28,526	+773%	+$1.88M	﹤0.01%	4518
2025 Q4	$240K	Hold	3,689	–	–	﹤0.01%	5968
2025 Q3	$237K	Sell	3,689 -6,931	-65%	-$433K	﹤0.01%	5877
2025 Q2	$654K	Buy	+10,620	New	+$620K	﹤0.01%	4994
2024 Q2	–	Sell	-18,649	Closed	-$1.04M	–	5638
2024 Q1	$1.04M	Sell	18,649 -3,424	-16%	-$185K	﹤0.01%	4325
2023 Q4	$1.17M	Sell	22,073 -16,232	-42%	-$819K	﹤0.01%	4296
2023 Q3	$1.89M	Buy	38,305 +27,343	+249%	+$1.39M	﹤0.01%	3813
2023 Q2	$564K	Buy	10,962 +2,412	+28%	+$121K	﹤0.01%	4675
2023 Q1	$428K	Buy	+8,550	New	+$421K	﹤0.01%	4914
2022 Q3	–	Sell	-7,201	Closed	-$346K	–	6240
2022 Q2	$346K	Buy	+7,201	New	+$362K	﹤0.01%	5325
2018 Q4	–	Sell	-34,563	Closed	-$1.56M	–	5210
2018 Q3	$1.56M	Buy	34,563 +11,440	+49%	+$512K	﹤0.01%	3758
2018 Q2	$1.03M	Buy	23,123 +2,820	+14%	+$126K	﹤0.01%	4051
2018 Q1	$905K	Sell	20,303 -301	-1%	-$13.6K	﹤0.01%	4120
2017 Q4	$926K	Buy	20,604 +277	+1%	+$12.6K	﹤0.01%	4379
2017 Q3	$911K	Hold	20,327	–	–	﹤0.01%	4653
2017 Q2	$886K	Hold	20,327	–	–	﹤0.01%	4575
2017 Q1	$862K	Hold	20,327	–	–	﹤0.01%	4517
2016 Q4	$825K	Buy	+20,327	New	+$822K	﹤0.01%	4618
2013 Q4	–	Sell	-6,284	Closed	-$232K	–	6641
2013 Q3	$232K	Buy	+6,284	New	+$228K	﹤0.01%	5743

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

Goldman Sachs's AOR Position: Q2 2026 in Review

Goldman Sachs reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 90% in Q2 2026, selling an estimated $1.97M and leaving 3,286 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #6141.

Goldman Sachs first reported a position in AOR in Q3 2013 and has held it in 20 quarters since. The position peaked at $2.07M in Q1 2026. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Goldman Sachs held 3,286 shares of iShares Core 60/40 Balanced Allocation ETF worth $228K as of Q2 2026.
Goldman Sachs sold 28,929 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.97M.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #6141 holding.
Goldman Sachs first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2013 and has held it in 20 quarters since.
Goldman Sachs's iShares Core 60/40 Balanced Allocation ETF position peaked at $2.07M in Q1 2026.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.