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Jim Saulnier & Associates’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Jim Saulnier & Associates’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
Q1 		$26.5M Buy
412,258
+20,217
+5% +$1.33M 12.91% 1
2025
Q4 		$25.5M Buy
392,041
+99,906
+34% +$6.48M 13.21% 1
2025
Q3 		$18.8M Buy
292,135
+9,111
+3% +$570K 10.48% 1
2025
Q2 		$17.4M Buy
283,024
+37,097
+15% +$2.17M 11.88% 1
2025
Q1 		$14.2M Buy
245,927
+41,146
+20% +$2.39M 11.02% 1
2024
Q4 		$11.7M Buy
204,781
+19,363
+10% +$1.13M 10.13% 2
2024
Q3 		$11M Buy
+185,418
New +$10.6M 10.74% 2

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Jim Saulnier & Associates's AOR Position: Q1 2026 in Review

Jim Saulnier & Associates increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 5.2% in Q1 2026, buying an estimated $1.33M and bringing the position to 412,258 shares worth $26.5M. The position accounts for 12.91% of the portfolio, ranked #1.

Jim Saulnier & Associates first reported a position in AOR in Q3 2024 and has held it in 7 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Jim Saulnier & Associates held 412,258 shares of iShares Core 60/40 Balanced Allocation ETF worth $26.5M as of Q1 2026.
  • Jim Saulnier & Associates bought 20,217 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $1.33M.
  • iShares Core 60/40 Balanced Allocation ETF made up 12.91% of Jim Saulnier & Associates's portfolio in Q1 2026, its #1 holding.
  • Jim Saulnier & Associates first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2024 and has held it in 7 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.