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

Parallel 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	$274K	Buy	3,947 +424	+12%	+$28.9K	﹤0.01%	1079
2026 Q1	$227K	Hold	3,523	–	–	﹤0.01%	1107
2025 Q4	$229K	Buy	3,523 +29	+0.8%	+$1.88K	﹤0.01%	1020
2025 Q3	$225K	Buy	3,494 +660	+23%	+$41.3K	﹤0.01%	1006
2025 Q2	$174K	Buy	2,834 +9	+0.3%	+$526	﹤0.01%	1078
2025 Q1	$163K	Buy	2,825 +1	+0%	+$58	﹤0.01%	1044
2024 Q4	$162K	Buy	2,824 +29	+1%	+$1.7K	﹤0.01%	1027
2024 Q3	$166K	Buy	2,795 +14	+0.5%	+$803	﹤0.01%	1009
2024 Q2	$157K	Buy	2,781 +8	+0.3%	+$442	﹤0.01%	969
2024 Q1	$154K	Hold	2,773	–	–	﹤0.01%	966
2023 Q4	$147K	Hold	2,773	–	–	﹤0.01%	938
2023 Q3	$137K	Hold	2,773	–	–	﹤0.01%	934
2023 Q2	$143K	Sell	2,773 -35	-1%	-$1.76K	﹤0.01%	922
2023 Q1	$140K	Hold	2,808	–	–	﹤0.01%	905
2022 Q4	$132K	Sell	2,808 -83	-3%	-$3.9K	0.01%	877
2022 Q3	$129K	Hold	2,891	–	–	0.01%	855
2022 Q2	$139K	Hold	2,891	–	–	0.01%	833
2022 Q1	$158K	Buy	2,891 +35	+1%	+$1.91K	0.01%	815
2021 Q4	$163K	Hold	2,856	–	–	0.01%	816
2021 Q3	$158K	Sell	2,856 -1,267	-31%	-$71.5K	0.01%	798
2021 Q2	$231K	Hold	4,123	–	–	0.01%	631
2021 Q1	$221K	Hold	4,123	–	–	0.01%	602
2020 Q4	$215K	Buy	4,123 +843	+26%	+$42.4K	0.01%	568
2020 Q3	$159K	Sell	3,280 -1,989	-38%	-$95.9K	0.01%	633
2020 Q2	$244K	Buy	5,269 +967	+22%	+$43K	0.02%	475
2020 Q1	$178K	Sell	4,302 -7,512	-64%	-$345K	0.01%	482
2019 Q4	$565K	Sell	11,814 -1,055	-8%	-$49.4K	0.04%	264
2019 Q3	$593K	Sell	12,869 -869	-6%	-$39.7K	0.05%	242
2019 Q2	$632K	Sell	13,738 -3,633	-21%	-$164K	0.06%	203
2019 Q1	$776K	Buy	17,371 +2,889	+20%	+$126K	0.09%	166
2018 Q4	$598K	Sell	14,482 -349	-2%	-$14.9K	0.08%	175
2018 Q3	$669K	Buy	14,831 +518	+4%	+$23.2K	0.08%	175
2018 Q2	$634K	Sell	14,313 -3,338	-19%	-$149K	0.09%	158
2018 Q1	$787K	Buy	17,651 +2,674	+18%	+$121K	0.12%	130
2017 Q4	$673K	Hold	14,977	–	–	0.11%	137
2017 Q3	$677K	Buy	14,977 +1,516	+11%	+$66.9K	0.12%	134
2017 Q2	$594K	Hold	13,461	–	–	0.11%	142
2017 Q1	$577K	Buy	13,461 +784	+6%	+$32.7K	0.11%	139
2016 Q4	$514K	Buy	+12,677	New	+$513K	0.12%	134

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $189M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Parallel Advisors's AOR Position: Q2 2026 in Review

Parallel Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 12% in Q2 2026, buying an estimated $28.9K and bringing the position to 3,947 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Parallel Advisors first reported a position in AOR in Q4 2016 and has held it in 39 quarters since. The position peaked at $787K in Q1 2018. 295 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Parallel Advisors held 3,947 shares of iShares Core 60/40 Balanced Allocation ETF worth $274K as of Q2 2026.
Parallel Advisors bought 424 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $28.9K.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1079 holding.
Parallel Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2016 and has held it in 39 quarters since.
Parallel Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $787K in Q1 2018.
295 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.