Raymond James Financial
AOR icon

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
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

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 $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 $6.37B AUM 23.22% 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 $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Raymond James Financial's AOR Position: Q1 2026 in Review

Raymond James Financial reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 65% in Q1 2026, selling an estimated $28.8M and leaving 231,077 shares worth $14.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Raymond James Financial first reported a position in AOR in Q4 2024 and has held it in 6 quarters since. The position peaked at $61.5M in Q4 2024. 409 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Raymond James Financial held 231,077 shares of iShares Core 60/40 Balanced Allocation ETF worth $14.9M as of Q1 2026.
  • Raymond James Financial sold 436,624 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $28.8M.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1691 holding.
  • Raymond James Financial first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's iShares Core 60/40 Balanced Allocation ETF position peaked at $61.5M in Q4 2024.
  • 409 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.