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

Janney 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
2025 Q4	$395K	Buy	+6,075	New	+$394K	0.02%	190
2025 Q1	–	Sell	-9,383	Closed	-$538K	–	234
2024 Q4	$538K	Buy	+9,383	New	+$549K	0.04%	162
2023 Q1	–	Sell	-18,530	Closed	-$874K	–	238
2022 Q4	$874K	Buy	+18,530	New	+$872K	0.06%	128
2022 Q1	–	Sell	-21,512	Closed	-$1.23M	–	202
2021 Q4	$1.23M	Buy	+21,512	New	+$1.22M	0.08%	113
2019 Q1	–	Sell	-30,453	Closed	-$1.26M	–	206
2018 Q4	$1.26M	Buy	+30,453	New	+$1.3M	0.07%	108
2018 Q1	–	Sell	-17,147	Closed	-$770K	–	210
2017 Q4	$770K	Buy	+17,147	New	+$779K	0.03%	117
2017 Q1	–	Sell	-6,685	Closed	-$271K	–	180
2016 Q4	$271K	Buy	+6,685	New	+$270K	0.01%	155
2016 Q1	–	Sell	-69,102	Closed	-$2.69M	–	153
2015 Q4	$2.69M	Buy	+69,102	New	+$2.72M	0.12%	108

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Janney Capital Management's AOR Position: Q4 2025 in Review

Janney Capital Management opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q4 2025: 6,075 shares worth $395K. The stake represents 0.02% of the portfolio and ranks #190 among its holdings. This is a return to the name: Janney Capital Management previously reported a position in AOR as recently as Q4 2024.

Janney Capital Management first reported a position in AOR in Q4 2015 and has held it in 8 quarters since. The position peaked at $2.69M in Q4 2015. 427 funds tracked by Wall St. Rank hold AOR as of Q4 2025.

Janney Capital Management held 6,075 shares of iShares Core 60/40 Balanced Allocation ETF worth $395K as of Q4 2025.
iShares Core 60/40 Balanced Allocation ETF was a new Janney Capital Management position in Q4 2025.
iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Janney Capital Management's portfolio in Q4 2025, its #190 holding.
Janney Capital Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2015 and has held it in 8 quarters since.
Janney Capital Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $2.69M in Q4 2015.
427 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.