Mariner
AOR icon

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

Mariner’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 		$3.95M Buy
61,442
+40,473
+193% +$2.67M ﹤0.01% 1150
2025
Q4 		$1.36M Buy
20,969
+84
+0.4% +$5.45K ﹤0.01% 1722
2025
Q3 		$1.34M Buy
20,885
+9,030
+76% +$565K ﹤0.01% 1686
2025
Q2 		$730K Sell
11,855
-2,175
-16% -$127K ﹤0.01% 2033
2025
Q1 		$808K Buy
14,030
+508
+4% +$29.6K ﹤0.01% 1836
2024
Q4 		$775K Buy
13,522
+352
+3% +$20.6K ﹤0.01% 1836
2024
Q3 		$780K Sell
13,170
-278
-2% -$15.9K ﹤0.01% 1799
2024
Q2 		$757K Buy
13,448
+34
+0.3% +$1.88K ﹤0.01% 1714
2024
Q1 		$747K Buy
13,414
+92
+0.7% +$4.96K ﹤0.01% 1726
2023
Q4 		$709K Buy
13,322
+8,591
+182% +$434K ﹤0.01% 1692
2023
Q3 		$234K Buy
4,731
+164
+4% +$8.35K ﹤0.01% 2379
2023
Q2 		$235K Sell
4,567
-1,078
-19% -$54.2K ﹤0.01% 2324
2023
Q1 		$282K Buy
5,645
+488
+9% +$24K ﹤0.01% 2122
2022
Q4 		$243K Buy
5,157
+227
+5% +$10.7K ﹤0.01% 2202
2022
Q3 		$221K Buy
+4,930
New +$239K ﹤0.01% 1990
2016
Q4 		– Sell
-108
Closed -$4K – 576
2016
Q3 		$4K Buy
+108
New +$4.4K ﹤0.01% 762

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

Mariner's AOR Position: Q1 2026 in Review

Mariner increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 193% in Q1 2026, buying an estimated $2.67M and bringing the position to 61,442 shares worth $3.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Mariner first reported a position in AOR in Q3 2016 and has held it in 16 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Mariner held 61,442 shares of iShares Core 60/40 Balanced Allocation ETF worth $3.95M as of Q1 2026.
  • Mariner bought 40,473 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $2.67M.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1150 holding.
  • Mariner first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2016 and has held it in 16 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.