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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
Q2 		$380K Buy
5,468
+11
+0.2% +$749 0.04% 247
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 $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

Per Stirling Capital Management's AOR Position: Q2 2026 in Review

Per Stirling Capital Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.2% in Q2 2026, buying an estimated $749 and bringing the position to 5,468 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #247.

Per Stirling Capital Management first reported a position in AOR in Q4 2022 and has held it in 15 quarters since. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Per Stirling Capital Management held 5,468 shares of iShares Core 60/40 Balanced Allocation ETF worth $380K as of Q2 2026.
  • Per Stirling Capital Management bought 11 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $749.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.04% of Per Stirling Capital Management's portfolio in Q2 2026, its #247 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 15 quarters since.
  • 453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.