Ironwood Financial’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Ironwood Financial’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	$206K	Buy	+3,009	New	+$205K	0.03%	178
2026 Q1	–	Sell	-3,090	Closed	-$205K	–	169
2025 Q4	$205K	Buy	+3,090	New	+$201K	0.03%	166
2022 Q1	–	Sell	-3,498	Closed	-$200K	–	124
2021 Q4	$200K	Hold	3,498	–	–	0.05%	122
2021 Q3	$194K	Hold	3,498	–	–	0.06%	119
2021 Q2	$196K	Sell	3,498 -40	-1%	-$2.21K	0.06%	115
2021 Q1	$189K	Hold	3,538	–	–	0.06%	108
2020 Q4	$185K	Hold	3,538	–	–	0.07%	105
2020 Q3	$171K	Sell	3,538 -576	-14%	-$27.8K	0.09%	65
2020 Q2	$191K	Buy	4,114 +156	+4%	+$6.93K	0.1%	54
2020 Q1	$164K	Hold	3,958	–	–	0.11%	38
2019 Q4	$189K	Hold	3,958	–	–	0.09%	52
2019 Q3	$182K	Sell	3,958 -2	-0.1%	-$91	0.09%	53
2019 Q2	$182K	Hold	3,960	–	–	0.09%	53
2019 Q1	$177K	Hold	3,960	–	–	0.09%	54
2018 Q4	$164K	Hold	3,960	–	–	0.09%	51
2018 Q3	$179K	Hold	3,960	–	–	0.1%	53
2018 Q2	$176K	Sell	3,960 -22	-0.6%	-$982	0.1%	47
2018 Q1	$177K	Hold	3,982	–	–	0.19%	34
2017 Q4	$179K	Sell	3,982 -8	-0.2%	-$364	0.11%	47
2017 Q3	$179K	Sell	3,990 -27	-0.7%	-$1.19K	0.11%	49
2017 Q2	$175K	Hold	4,017	–	–	0.11%	48
2017 Q1	$170K	Hold	4,017	–	–	0.11%	48
2016 Q4	$163K	Sell	4,017 -35	-0.9%	-$1.42K	0.11%	47
2016 Q3	$167K	Hold	4,052	–	–	0.12%	49
2016 Q2	$162K	Hold	4,052	–	–	0.12%	53
2016 Q1	$160K	Buy	+4,052	New	+$153K	0.12%	53
2015 Q3	$155K	Hold	4,050	–	–	0.08%	74
2015 Q2	$164K	Hold	4,050	–	–	0.08%	70
2015 Q1	$165K	Hold	4,050	–	–	0.08%	72
2014 Q4	$163K	Buy	+4,050	New	+$161K	0.09%	68

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

Ironwood Financial's AOR Position: Q2 2026 in Review

Ironwood Financial opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 3,009 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #178 among its holdings. This is a return to the name: Ironwood Financial previously reported a position in AOR as recently as Q4 2025.

Ironwood Financial first reported a position in AOR in Q4 2014 and has held it in 30 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Ironwood Financial held 3,009 shares of iShares Core 60/40 Balanced Allocation ETF worth $206K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Ironwood Financial position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.03% of Ironwood Financial's portfolio in Q2 2026, its #178 holding.
Ironwood Financial first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2014 and has held it in 30 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.