SignatureFD’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

SignatureFD’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	$285K	Buy	4,435 +4,360	+5,813%	+$287K	﹤0.01%	831
2025 Q4	$4.88K	Sell	75 -352	-82%	-$22.8K	﹤0.01%	2701
2025 Q3	$27.5K	Hold	427	–	–	﹤0.01%	1960
2025 Q2	$26.3K	Hold	427	–	–	﹤0.01%	1917
2025 Q1	$24.6K	Hold	427	–	–	﹤0.01%	1952
2024 Q4	$24.5K	Buy	427 +75	+21%	+$4.39K	﹤0.01%	1961
2024 Q3	$20.9K	Hold	352	–	–	﹤0.01%	2021
2024 Q2	$19.9K	Hold	352	–	–	﹤0.01%	1975
2024 Q1	$19.6K	Hold	352	–	–	﹤0.01%	2004
2023 Q4	$18.7K	Hold	352	–	–	﹤0.01%	1958
2023 Q3	$17.4K	Hold	352	–	–	﹤0.01%	1919
2023 Q2	$18.1K	Hold	352	–	–	﹤0.01%	1940
2023 Q1	$17.6K	Hold	352	–	–	﹤0.01%	1937
2022 Q4	$16.6K	Hold	352	–	–	﹤0.01%	1898
2022 Q3	$16K	Hold	352	–	–	﹤0.01%	1842
2022 Q2	$17K	Buy	+352	New	+$17.7K	﹤0.01%	1849
2021 Q3	–	Sell	-16	Closed	-$1K	–	3028
2021 Q2	$1K	Buy	+16	New	+$884	﹤0.01%	2671
2020 Q2	–	Sell	-136	Closed	-$6K	–	2484
2020 Q1	$6K	Buy	+136	New	+$6.24K	﹤0.01%	1610

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

SignatureFD's AOR Position: Q1 2026 in Review

SignatureFD increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 5,813% in Q1 2026, buying an estimated $287K and bringing the position to 4,435 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

SignatureFD first reported a position in AOR in Q1 2020 and has held it in 18 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

SignatureFD held 4,435 shares of iShares Core 60/40 Balanced Allocation ETF worth $285K as of Q1 2026.
SignatureFD bought 4,360 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $287K.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #831 holding.
SignatureFD first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2020 and has held it in 18 quarters since.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.