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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$388K Buy
5,583
+1,148
+26% +$78.2K 0.01% 766
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

SignatureFD's AOR Position: Q2 2026 in Review

SignatureFD increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 26% in Q2 2026, buying an estimated $78.2K and bringing the position to 5,583 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #766.

SignatureFD first reported a position in AOR in Q1 2020 and has held it in 19 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • SignatureFD held 5,583 shares of iShares Core 60/40 Balanced Allocation ETF worth $388K as of Q2 2026.
  • SignatureFD bought 1,148 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $78.2K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of SignatureFD's portfolio in Q2 2026, its #766 holding.
  • SignatureFD first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2020 and has held it in 19 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.