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International Assets Investment Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

International Assets Investment 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 		$438K Sell
6,323
-230
-4% -$15.7K 0.03% 544
2026
Q1 		$424K Buy
6,553
+959
+17% +$63.2K 0.03% 508
2025
Q4 		$364K Sell
5,594
-556
-9% -$36.1K 0.02% 569
2025
Q3 		$378K Hold
6,150
– – 0.03% 532
2025
Q2 		$379K Buy
6,150
+230
+4% +$13.4K 0.03% 533
2025
Q1 		$341K Buy
5,920
+342
+6% +$19.9K 0.03% 531
2024
Q4 		$319K Sell
5,578
-241,214
-98% -$14.1M 0.03% 553
2024
Q3 		$4.17K Buy
246,792
+242,206
+5,281% +$13.9M 0.01% 627
2024
Q2 		$258K Hold
4,586
– – 0.02% 599
2024
Q1 		$254K Buy
4,586
+315
+7% +$17K 0.03% 587
2023
Q4 		$227K Buy
+4,271
New +$216K 0.03% 584
2023
Q1 		– Sell
-5,581
Closed -$263K – 1147
2022
Q4 		$263K Buy
+5,581
New +$263K 0.03% 518
2021
Q2 		– Sell
-193
Closed -$10K – 573
2021
Q1 		$10K Hold
193
– – ﹤0.01% 1549
2020
Q4 		$10K Buy
+193
New +$9.71K ﹤0.01% 1412

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

International Assets Investment Management's AOR Position: Q2 2026 in Review

International Assets Investment Management reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 3.5% in Q2 2026, selling an estimated $15.7K and leaving 6,323 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #544.

International Assets Investment Management first reported a position in AOR in Q4 2020 and has held it in 14 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • International Assets Investment Management held 6,323 shares of iShares Core 60/40 Balanced Allocation ETF worth $438K as of Q2 2026.
  • International Assets Investment Management sold 230 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $15.7K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.03% of International Assets Investment Management's portfolio in Q2 2026, its #544 holding.
  • International Assets Investment Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and has held it in 14 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.