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Partners Capital Investment Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Partners Capital Investment Group’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 		$1.7M Buy
24,421
+114
+0.5% +$7.76K 0.06% 97
2026
Q1 		$1.56M Buy
24,307
+16,639
+217% +$1.1M 0.06% 97
2025
Q4 		$498K Buy
+7,668
New +$498K 0.02% 122

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 $343M AUM 29.82% 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 $338M AUM 29.36% 1-Year Est. Return

Partners Capital Investment Group's AOR Position: Q2 2026 in Review

Partners Capital Investment Group increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.47% in Q2 2026, buying an estimated $7.76K and bringing the position to 24,421 shares worth $1.7M. The position accounts for 0.06% of the portfolio, ranked #97.

Partners Capital Investment Group first reported a position in AOR in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Partners Capital Investment Group held 24,421 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.7M as of Q2 2026.
  • Partners Capital Investment Group bought 114 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $7.76K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.06% of Partners Capital Investment Group's portfolio in Q2 2026, its #97 holding.
  • Partners Capital Investment Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.