Jim Simons’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Jim Simons’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	$689K	Sell	10,700 -8,300	-44%	-$547K	﹤0.01%	2452
2025 Q4	$1.24M	Sell	19,000 -2,600	-12%	-$169K	﹤0.01%	2159
2025 Q3	$1.39M	Sell	21,600 -30,400	-58%	-$1.9M	﹤0.01%	2311
2025 Q2	$3.2M	Buy	52,000 +16,806	+48%	+$982K	﹤0.01%	1793
2025 Q1	$2.03M	Sell	35,194 -11,906	-25%	-$693K	﹤0.01%	1991
2024 Q4	$2.7M	Buy	47,100 +20,600	+78%	+$1.21M	﹤0.01%	1851
2024 Q3	$1.57M	Buy	26,500 +5,300	+25%	+$304K	﹤0.01%	2170
2024 Q2	$1.19M	Sell	21,200 -2,600	-11%	-$144K	﹤0.01%	2220
2024 Q1	$1.32M	Sell	23,800 -22,900	-49%	-$1.23M	﹤0.01%	2305
2023 Q4	$2.48M	Buy	46,700 +40,400	+641%	+$2.04M	﹤0.01%	1817
2023 Q3	$311K	Sell	6,300 -26,000	-80%	-$1.32M	﹤0.01%	2914
2023 Q2	$1.66M	Buy	32,300 +20,700	+178%	+$1.04M	﹤0.01%	2118
2023 Q1	$580K	Sell	11,600 -46,600	-80%	-$2.29M	﹤0.01%	2801
2022 Q4	$2.75M	Buy	58,200 +40,605	+231%	+$1.91M	﹤0.01%	1883
2022 Q3	$788K	Sell	17,595 -11,605	-40%	-$562K	﹤0.01%	2642
2022 Q2	$1.4M	Buy	+29,200	New	+$1.47M	﹤0.01%	2468
2022 Q1	–	Sell	-21,400	Closed	-$1.22M	–	4059
2021 Q4	$1.22M	Buy	+21,400	New	+$1.21M	﹤0.01%	2501
2021 Q1	–	Sell	-23,200	Closed	-$1.21M	–	3289
2020 Q4	$1.21M	Buy	23,200 +19,000	+452%	+$956K	﹤0.01%	2405
2020 Q3	$203K	Sell	4,200 -6,400	-60%	-$309K	﹤0.01%	3105
2020 Q2	$492K	Buy	+10,600	New	+$471K	﹤0.01%	2884
2020 Q1	–	Sell	-17,754	Closed	-$849K	–	3423
2019 Q4	$849K	Buy	17,754 +12,287	+225%	+$575K	﹤0.01%	2705
2019 Q3	$252K	Sell	5,467 -4,700	-46%	-$215K	﹤0.01%	3085
2019 Q2	$468K	Buy	+10,167	New	+$458K	﹤0.01%	3014
2018 Q4	–	Sell	-4,877	Closed	-$220K	–	3361
2018 Q3	$220K	Sell	4,877 -11,490	-70%	-$515K	﹤0.01%	3115
2018 Q2	$726K	Buy	16,367 +3,400	+26%	+$152K	﹤0.01%	2714
2018 Q1	$578K	Buy	12,967 +4,905	+61%	+$222K	﹤0.01%	2864
2017 Q4	$362K	Buy	+8,062	New	+$366K	﹤0.01%	2964

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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 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

Jim Simons's AOR Position: Q1 2026 in Review

Jim Simons reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 44% in Q1 2026, selling an estimated $547K and leaving 10,700 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #2452.

Jim Simons first reported a position in AOR in Q4 2017 and has held it in 27 quarters since. The position peaked at $3.2M in Q2 2025. 409 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Jim Simons held 10,700 shares of iShares Core 60/40 Balanced Allocation ETF worth $689K as of Q1 2026.
Jim Simons sold 8,300 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $547K.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2452 holding.
Jim Simons first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2017 and has held it in 27 quarters since.
Jim Simons's iShares Core 60/40 Balanced Allocation ETF position peaked at $3.2M in Q2 2025.
409 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.