Northwestern Mutual Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Northwestern Mutual Wealth Management’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	$1.61M	Buy	23,196 +5,788	+33%	+$394K	﹤0.01%	1240
2026 Q1	$1.12M	Sell	17,408 -572	-3%	-$37.7K	﹤0.01%	1294
2025 Q4	$1.17M	Sell	17,980 -5,034	-22%	-$327K	﹤0.01%	1235
2025 Q3	$1.48M	Sell	23,014 -860	-4%	-$53.8K	﹤0.01%	1099
2025 Q2	$1.47M	Sell	23,874 -674	-3%	-$39.4K	﹤0.01%	1043
2025 Q1	$1.41M	Sell	24,548 -128	-0.5%	-$7.45K	﹤0.01%	1002
2024 Q4	$1.41M	Buy	24,676 +1,260	+5%	+$73.8K	﹤0.01%	949
2024 Q3	$1.39M	Sell	23,416 -731	-3%	-$41.9K	﹤0.01%	956
2024 Q2	$1.36M	Buy	24,147 +3,250	+16%	+$180K	﹤0.01%	932
2024 Q1	$1.16M	Sell	20,897 -838	-4%	-$45.2K	﹤0.01%	959
2023 Q4	$1.16M	Buy	21,735 +651	+3%	+$32.9K	﹤0.01%	928
2023 Q3	$1.04M	Sell	21,084 -870	-4%	-$44.3K	﹤0.01%	925
2023 Q2	$1.13M	Buy	21,954 +3,196	+17%	+$161K	﹤0.01%	895
2023 Q1	$938K	Sell	18,758 -635	-3%	-$31.2K	﹤0.01%	913
2022 Q4	$915K	Buy	19,393 +19,314	+24,448%	+$909K	﹤0.01%	900
2022 Q3	$3K	Sell	79 -34	-30%	-$1.65K	﹤0.01%	2774
2022 Q2	$5K	Sell	113 -103	-48%	-$5.18K	﹤0.01%	2703
2022 Q1	$11K	Buy	216 +137	+173%	+$7.46K	﹤0.01%	2496
2021 Q4	$4K	Buy	79 +1	+1%	+$57	﹤0.01%	2825
2021 Q3	$4K	Sell	78 -72	-48%	-$4.06K	﹤0.01%	2705
2021 Q2	$8K	Buy	150 +137	+1,054%	+$7.57K	﹤0.01%	2502
2021 Q1	$1K	Sell	13 -494	-97%	-$26.3K	﹤0.01%	2657
2020 Q4	$26K	Buy	+507	New	+$25.5K	﹤0.01%	1861
2020 Q1	–	Sell	-85	Closed	-$4K	–	2539
2019 Q4	$4K	Buy	+85	New	+$3.98K	﹤0.01%	2105
2018 Q4	–	Sell	-270	Closed	-$12K	–	2377
2018 Q3	$12K	Buy	+270	New	+$12.1K	﹤0.01%	1860
2018 Q1	–	Sell	-400	Closed	-$18K	–	2184
2017 Q4	$18K	Buy	+400	New	+$18.2K	﹤0.01%	1533
2017 Q2	–	Sell	-1,018	Closed	-$43K	–	2006
2017 Q1	$43K	Buy	+1,018	New	+$42.4K	﹤0.01%	1069
2016 Q1	–	Sell	-300	Closed	-$12K	–	2114
2015 Q4	$12K	Buy	+300	New	+$11.8K	﹤0.01%	1129

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

Northwestern Mutual Wealth Management's AOR Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 33% in Q2 2026, buying an estimated $394K and bringing the position to 23,196 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Northwestern Mutual Wealth Management first reported a position in AOR in Q4 2015 and has held it in 28 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Northwestern Mutual Wealth Management held 23,196 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.61M as of Q2 2026.
Northwestern Mutual Wealth Management bought 5,788 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $394K.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1240 holding.
Northwestern Mutual Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2015 and has held it in 28 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.