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Sigma Planning Corp’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Sigma Planning Corp’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 		$1.15M Buy
16,529
+1,253
+8% +$85.3K 0.03% 547
2026
Q1 		$983K Sell
15,276
-3,392
-18% -$224K 0.03% 572
2025
Q4 		$1.21M Buy
18,668
+2,731
+17% +$177K 0.03% 473
2025
Q3 		$1.03M Sell
15,937
-116
-0.7% -$7.25K 0.03% 518
2025
Q2 		$988K Sell
16,053
-662
-4% -$38.7K 0.03% 506
2025
Q1 		$962K Buy
16,715
+77
+0.5% +$4.48K 0.03% 506
2024
Q4 		$954K Buy
16,638
+154
+0.9% +$9.02K 0.03% 502
2024
Q3 		$977K Sell
16,484
-491
-3% -$28.2K 0.03% 507
2024
Q2 		$956K Sell
16,975
-93
-0.5% -$5.14K 0.03% 497
2024
Q1 		$950K Buy
17,068
+9,471
+125% +$511K 0.03% 522
2023
Q4 		$404K Buy
+7,597
New +$384K 0.03% 529
2018
Q4 		– Sell
-4,553
Closed -$206K – 855
2018
Q3 		$206K Buy
+4,553
New +$204K 0.01% 873

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

Sigma Planning Corp's AOR Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 8.2% in Q2 2026, buying an estimated $85.3K and bringing the position to 16,529 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #547.

Sigma Planning Corp first reported a position in AOR in Q3 2018 and has held it in 12 quarters since. The position peaked at $1.21M in Q4 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Sigma Planning Corp held 16,529 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.15M as of Q2 2026.
  • Sigma Planning Corp bought 1,253 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $85.3K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #547 holding.
  • Sigma Planning Corp first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2018 and has held it in 12 quarters since.
  • Sigma Planning Corp's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.21M in Q4 2025.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.