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Per Stirling Capital Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Per Stirling Capital 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
Q1 		$351K Sell
5,457
-96
-2% -$6.33K 0.04% 234
2025
Q4 		$361K Sell
5,553
-16
-0.3% -$1.04K 0.04% 221
2025
Q3 		$359K Buy
5,569
+24
+0.4% +$1.5K 0.04% 211
2025
Q2 		$341K Buy
5,545
+14
+0.3% +$818 0.04% 209
2025
Q1 		$318K Sell
5,531
-741
-12% -$43.1K 0.05% 211
2024
Q4 		$360K Buy
6,272
+293
+5% +$17.2K 0.05% 202
2024
Q3 		$354K Buy
5,979
+411
+7% +$23.6K 0.05% 212
2024
Q2 		$314K Buy
5,568
+215
+4% +$11.9K 0.05% 201
2024
Q1 		$298K Buy
5,353
+474
+10% +$25.6K 0.05% 192
2023
Q4 		$260K Buy
4,879
+141
+3% +$7.12K 0.05% 185
2023
Q3 		$234K Sell
4,738
-1,142
-19% -$58.1K 0.05% 181
2023
Q2 		$303K Buy
5,880
+41
+0.7% +$2.06K 0.06% 159
2023
Q1 		$292K Sell
5,839
-47
-0.8% -$2.31K 0.06% 159
2022
Q4 		$278K Buy
+5,886
New +$277K 0.05% 172

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Per Stirling Capital Management's AOR Position: Q1 2026 in Review

Per Stirling Capital Management reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.7% in Q1 2026, selling an estimated $6.33K and leaving 5,457 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #234.

Per Stirling Capital Management first reported a position in AOR in Q4 2022 and has held it in 14 quarters since. The position peaked at $361K in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Per Stirling Capital Management held 5,457 shares of iShares Core 60/40 Balanced Allocation ETF worth $351K as of Q1 2026.
  • Per Stirling Capital Management sold 96 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $6.33K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.04% of Per Stirling Capital Management's portfolio in Q1 2026, its #234 holding.
  • Per Stirling Capital Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 14 quarters since.
  • Per Stirling Capital Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $361K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.