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

NewEdge 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
Q2 		$714K Buy
10,266
+4,099
+66% +$279K ﹤0.01% 1892
2026
Q1 		$397K Buy
6,167
+421
+7% +$27.8K ﹤0.01% 2160
2025
Q4 		$374K Sell
5,746
-1,445
-20% -$93.8K ﹤0.01% 2168
2025
Q3 		$463K Sell
7,191
-7,281
-50% -$455K ﹤0.01% 1869
2025
Q2 		$891K Buy
14,472
+5,218
+56% +$305K ﹤0.01% 1357
2025
Q1 		$533K Buy
9,254
+857
+10% +$49.9K ﹤0.01% 1548
2024
Q4 		$481K Sell
8,397
-184
-2% -$10.8K ﹤0.01% 1581
2024
Q3 		$508K Sell
8,581
-2,224
-21% -$128K ﹤0.01% 1473
2024
Q2 		$609K Buy
10,805
+406
+4% +$22.4K ﹤0.01% 1302
2024
Q1 		$579K Sell
10,399
-4,306
-29% -$232K 0.01% 1256
2023
Q4 		$781K Buy
14,705
+8,332
+131% +$421K 0.01% 1058
2023
Q3 		$315K Sell
6,373
-276
-4% -$14.1K ﹤0.01% 1405
2023
Q2 		$342K Buy
6,649
+5,339
+408% +$269K ﹤0.01% 1400
2023
Q1 		$65.6K Sell
1,310
-225
-15% -$11.1K ﹤0.01% 1891
2022
Q4 		$12.3K Buy
+1,535
New +$72.2K ﹤0.01% 2304

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

NewEdge Advisors's AOR Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 66% in Q2 2026, buying an estimated $279K and bringing the position to 10,266 shares worth $714K. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

NewEdge Advisors first reported a position in AOR in Q4 2022 and has held it in 15 quarters since. The position peaked at $891K in Q2 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • NewEdge Advisors held 10,266 shares of iShares Core 60/40 Balanced Allocation ETF worth $714K as of Q2 2026.
  • NewEdge Advisors bought 4,099 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $279K.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1892 holding.
  • NewEdge Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $891K in Q2 2025.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.