Raymond James Financial
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Raymond James Financial’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Raymond James Financial’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.26M Sell
134,189
-9,142
-6% -$563K ﹤0.01% 2011
2025
Q1 		$8.25M Sell
143,331
-929,445
-87% -$53.5M ﹤0.01% 1973
2024
Q4 		$61.5M Buy
+1,072,776
New +$61.5M 0.02% 624