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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$50.6M	Buy	738,742 +497,026	+206%	+$34.4M	0.01%	914
2026 Q2	$16.8M	Buy	241,716 +10,639	+5%	+$725K	﹤0.01%	1690
2026 Q1	$14.9M	Sell	231,077 -436,624	-65%	-$28.8M	﹤0.01%	1691
2025 Q4	$43.4M	Buy	667,701 +532,206	+393%	+$34.5M	0.01%	905
2025 Q3	$8.72M	Buy	135,495 +1,306	+1%	+$81.7K	﹤0.01%	2035
2025 Q2	$8.26M	Sell	134,189 -9,142	-6%	-$534K	﹤0.01%	2012
2025 Q1	$8.25M	Sell	143,331 -929,445	-87%	-$54.1M	﹤0.01%	1974
2024 Q4	$61.5M	Buy	+1,072,776	New	+$62.8M	0.02%	625

Other funds holding AOR

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Raymond James Financial's AOR Position: Q3 2026 in Review

Raymond James Financial increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 206% in Q3 2026, buying an estimated $34.4M and bringing the position to 738,742 shares worth $50.6M. The position accounts for 0.01% of the portfolio, ranked #914.

Raymond James Financial first reported a position in AOR in Q4 2024 and has held it in 8 quarters since. The position peaked at $61.5M in Q4 2024. 412 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

Raymond James Financial held 738,742 shares of iShares Core 60/40 Balanced Allocation ETF worth $50.6M as of Q3 2026.
Raymond James Financial bought 497,026 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $34.4M.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Raymond James Financial's portfolio in Q3 2026, its #914 holding.
Raymond James Financial first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's iShares Core 60/40 Balanced Allocation ETF position peaked at $61.5M in Q4 2024.
412 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.