MML Investors Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

MML Investors Services’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	$1.24M	Buy	17,880 +12,688	+244%	+$864K	﹤0.01%	1882
2026 Q1	$334K	Sell	5,192 -7,700	-60%	-$508K	﹤0.01%	2489
2025 Q4	$838K	Sell	12,892 -237	-2%	-$15.4K	﹤0.01%	1923
2025 Q3	$845K	Buy	13,129 +9,746	+288%	+$609K	﹤0.01%	1851
2025 Q2	$208K	Sell	3,383 -2,058	-38%	-$120K	﹤0.01%	2656
2025 Q1	$313K	Buy	+5,441	New	+$317K	﹤0.01%	2284
2024 Q2	–	Sell	-8,453	Closed	-$471K	–	2477
2024 Q1	$471K	Sell	8,453 -32,723	-79%	-$1.76M	﹤0.01%	1823
2023 Q4	$2.19M	Buy	+41,176	New	+$2.08M	0.01%	954
2023 Q1	–	Sell	-48,892	Closed	-$2.31M	–	2058
2022 Q4	$2.31M	Buy	48,892 +31,637	+183%	+$1.49M	0.02%	772
2022 Q3	$773K	Buy	17,255 +7,875	+84%	+$381K	0.01%	1189
2022 Q2	$450K	Buy	+9,380	New	+$472K	﹤0.01%	1463
2020 Q1	–	Sell	-8,301	Closed	-$397K	–	1398
2019 Q4	$397K	Buy	+8,301	New	+$389K	0.01%	1103
2019 Q3	–	Sell	-11,630	Closed	-$535K	–	1473
2019 Q2	$535K	Sell	11,630 -3,385	-23%	-$152K	0.01%	991
2019 Q1	$671K	Sell	15,015 -6,508	-30%	-$283K	0.01%	869
2018 Q4	$889K	Buy	21,523 +14,164	+192%	+$606K	0.02%	671
2018 Q3	$332K	Sell	7,359 -6,795	-48%	-$304K	0.01%	1224
2018 Q2	$628K	Sell	14,154 -6,624	-32%	-$296K	0.01%	747
2018 Q1	$926K	Buy	20,778 +3,420	+20%	+$155K	0.02%	567
2017 Q4	$780K	Buy	17,358 +10,890	+168%	+$495K	0.01%	635
2017 Q3	$290K	Buy	6,468 +1,029	+19%	+$45.4K	0.01%	1025
2017 Q2	$237K	Buy	+5,439	New	+$235K	﹤0.01%	1105

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 $1.55T 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

MML Investors Services's AOR Position: Q2 2026 in Review

MML Investors Services increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 244% in Q2 2026, buying an estimated $864K and bringing the position to 17,880 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

MML Investors Services first reported a position in AOR in Q2 2017 and has held it in 21 quarters since. The position peaked at $2.31M in Q4 2022. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

MML Investors Services held 17,880 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.24M as of Q2 2026.
MML Investors Services bought 12,688 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $864K.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1882 holding.
MML Investors Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2017 and has held it in 21 quarters since.
MML Investors Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $2.31M in Q4 2022.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.