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Steigerwald Gordon & Koch’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Steigerwald Gordon & Koch’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 		$4.16K Hold
60
– – ﹤0.01% 633
2026
Q1 		$3.85K Hold
60
– – ﹤0.01% 637
2025
Q4 		$3.89K Sell
60
-14
-19% -$908 ﹤0.01% 720
2025
Q3 		$4.74K Buy
+74
New +$4.63K ﹤0.01% 633

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 $343M AUM 29.82% 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
Mesirow Financial Investment Management
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
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Steigerwald Gordon & Koch's AOR Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q2 2026 at 60 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Steigerwald Gordon & Koch first reported a position in AOR in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.74K in Q3 2025. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Steigerwald Gordon & Koch held 60 shares of iShares Core 60/40 Balanced Allocation ETF worth $4.16K as of Q2 2026.
  • Steigerwald Gordon & Koch left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #633 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's iShares Core 60/40 Balanced Allocation ETF position peaked at $4.74K in Q3 2025.
  • 453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.