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Park Avenue Securities’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Park Avenue Securities’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 		$230K Buy
+3,314
New +$226K ﹤0.01% 1659
2024
Q1 		– Sell
-4,785
Closed -$255K – 1361
2023
Q4 		$255K Buy
+4,785
New +$242K ﹤0.01% 1189

Other funds holding AOR

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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Park Avenue Securities's AOR Position: Q2 2026 in Review

Park Avenue Securities opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 3,314 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1659 among its holdings. This is a return to the name: Park Avenue Securities previously reported a position in AOR as recently as Q4 2023.

Park Avenue Securities first reported a position in AOR in Q4 2023 and has held it in 2 quarters since. The position peaked at $255K in Q4 2023. 114 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Park Avenue Securities held 3,314 shares of iShares Core 60/40 Balanced Allocation ETF worth $230K as of Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF was a new Park Avenue Securities position in Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1659 holding.
  • Park Avenue Securities first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and has held it in 2 quarters since.
  • Park Avenue Securities's iShares Core 60/40 Balanced Allocation ETF position peaked at $255K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.