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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

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 $1.81T 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 $337M AUM 37.76% 1-Year Est. Return

Raymond James Financial's AOR Position: Q2 2026 in Review

Raymond James Financial increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 4.6% in Q2 2026, buying an estimated $725K and bringing the position to 241,716 shares worth $16.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Raymond James Financial first reported a position in AOR in Q4 2024 and has held it in 7 quarters since. The position peaked at $61.5M in Q4 2024. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Raymond James Financial held 241,716 shares of iShares Core 60/40 Balanced Allocation ETF worth $16.8M as of Q2 2026.
  • Raymond James Financial bought 10,639 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $725K.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1690 holding.
  • Raymond James Financial first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's iShares Core 60/40 Balanced Allocation ETF position peaked at $61.5M in Q4 2024.
  • 453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.