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Oppenheimer & Co’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Oppenheimer & Co’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 		$559K Buy
8,038
+352
+5% +$24K 0.01% 1208
2026
Q1 		$495K Buy
7,686
+3,488
+83% +$230K 0.01% 1192
2025
Q4 		$273K Buy
+4,198
New +$272K ﹤0.01% 1305

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

Oppenheimer & Co's AOR Position: Q2 2026 in Review

Oppenheimer & Co increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 4.6% in Q2 2026, buying an estimated $24K and bringing the position to 8,038 shares worth $559K. The position accounts for 0.01% of the portfolio, ranked #1208.

Oppenheimer & Co first reported a position in AOR in Q4 2025 and has held it in 3 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Oppenheimer & Co held 8,038 shares of iShares Core 60/40 Balanced Allocation ETF worth $559K as of Q2 2026.
  • Oppenheimer & Co bought 352 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $24K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1208 holding.
  • Oppenheimer & Co first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.