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
Q2 		$5.35M Buy
77,042
+15,600
+25% +$1.06M 0.01% 1005
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 $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
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

Mariner's AOR Position: Q2 2026 in Review

Mariner increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 25% in Q2 2026, buying an estimated $1.06M and bringing the position to 77,042 shares worth $5.35M. The position accounts for 0.01% of the portfolio, ranked #1005.

Mariner first reported a position in AOR in Q3 2016 and has held it in 17 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Mariner held 77,042 shares of iShares Core 60/40 Balanced Allocation ETF worth $5.35M as of Q2 2026.
  • Mariner bought 15,600 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.06M.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Mariner's portfolio in Q2 2026, its #1005 holding.
  • Mariner first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2016 and has held it in 17 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.