LGA
AOR icon

Lebenthal Global Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Lebenthal Global Advisors’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 		$20.6M Buy
319,984
+95,584
+43% +$6.3M 2.99% 8
2025
Q4 		$14.6M Sell
224,400
-44
-0% -$2.85K 2.25% 11
2025
Q3 		$14.4M Sell
224,444
-33
-0% -$2.06K 2.53% 10
2025
Q2 		$13.8M Sell
224,477
-118,654
-35% -$6.93M 2.58% 10
2025
Q1 		$19.8M Buy
343,131
+6,754
+2% +$393K 3.7% 9
2024
Q4 		$19.3M Buy
336,377
+5,876
+2% +$344K 3.52% 8
2024
Q3 		$19.6M Sell
330,501
-32,492
-9% -$1.86M 3.97% 7
2024
Q2 		$20.4M Buy
362,993
+185,969
+105% +$10.3M 4.48% 8
2024
Q1 		$9.85M Buy
177,024
+1,060
+0.6% +$57.2K 2.19% 10
2023
Q4 		$9.36M Buy
175,964
+167,083
+1,881% +$8.43M 2.18% 12
2023
Q3 		$439K Buy
+8,881
New +$452K 0.13% 87
2021
Q1 		– Sell
-5,325
Closed -$277K – 158
2020
Q4 		$277K Buy
+5,325
New +$268K 0.2% 69

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

Lebenthal Global Advisors's AOR Position: Q1 2026 in Review

Lebenthal Global Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 43% in Q1 2026, buying an estimated $6.3M and bringing the position to 319,984 shares worth $20.6M. The position accounts for 2.99% of the portfolio, ranked #8.

Lebenthal Global Advisors first reported a position in AOR in Q4 2020 and has held it in 12 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Lebenthal Global Advisors held 319,984 shares of iShares Core 60/40 Balanced Allocation ETF worth $20.6M as of Q1 2026.
  • Lebenthal Global Advisors bought 95,584 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $6.3M.
  • iShares Core 60/40 Balanced Allocation ETF made up 2.99% of Lebenthal Global Advisors's portfolio in Q1 2026, its #8 holding.
  • Lebenthal Global Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and has held it in 12 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.