Steward Partners Investment Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Steward Partners Investment Advisory’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	$459K	Sell	7,136 -15	-0.2%	-$989	﹤0.01%	1569
2025 Q4	$465K	Buy	7,151 +54	+0.8%	+$3.5K	﹤0.01%	1466
2025 Q3	$457K	Buy	7,097 +3,072	+76%	+$192K	﹤0.01%	1427
2025 Q2	$248K	Buy	4,025 +18	+0.4%	+$1.05K	﹤0.01%	1651
2025 Q1	$231K	Sell	4,007 -1,057	-21%	-$61.5K	﹤0.01%	1577
2024 Q4	$290K	Buy	5,064 +931	+23%	+$54.5K	﹤0.01%	1430
2024 Q3	$245K	Buy	4,133 +273	+7%	+$15.7K	﹤0.01%	1424
2024 Q2	$217K	Buy	+3,860	New	+$213K	﹤0.01%	1405
2023 Q3	–	Sell	-25	Closed	-$1.29K	–	3384
2023 Q2	$1.29K	Sell	25 -100	-80%	-$5.03K	﹤0.01%	3097
2023 Q1	$6.25K	Sell	125 -10	-7%	-$492	﹤0.01%	2709
2022 Q4	$6.37K	Sell	135 -180	-57%	-$8.47K	﹤0.01%	2685
2022 Q3	$14K	Hold	315	–	–	﹤0.01%	2373
2022 Q2	$15K	Sell	315 -125	-28%	-$6.29K	﹤0.01%	2337
2022 Q1	$24K	Sell	440 -130	-23%	-$7.08K	﹤0.01%	2275
2021 Q4	$33K	Buy	570 +130	+30%	+$7.38K	﹤0.01%	2090
2021 Q3	$24K	Hold	440	–	–	﹤0.01%	2238
2021 Q2	$25K	Hold	440	–	–	﹤0.01%	4718
2021 Q1	$23.6K	Sell	440 -155	-26%	-$8.24K	﹤0.01%	2396
2020 Q4	$31K	Buy	+595	New	+$29.9K	﹤0.01%	1886
2019 Q4	–	Sell	-614	Closed	-$28K	–	2584
2019 Q3	$28K	Buy	614 +334	+119%	+$15.3K	﹤0.01%	1604
2019 Q2	$12K	Buy	+280	New	+$12.6K	﹤0.01%	1890
2017 Q1	–	Sell	-390	Closed	-$15K	–	1501
2016 Q4	$15K	Buy	+390	New	+$15.8K	0.01%	482

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 $6.37B AUM 23.22% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CWA

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

Steward Partners Investment Advisory's AOR Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.21% in Q1 2026, selling an estimated $989 and leaving 7,136 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Steward Partners Investment Advisory first reported a position in AOR in Q4 2016 and has held it in 22 quarters since. The position peaked at $465K in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Steward Partners Investment Advisory held 7,136 shares of iShares Core 60/40 Balanced Allocation ETF worth $459K as of Q1 2026.
Steward Partners Investment Advisory sold 15 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $989.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1569 holding.
Steward Partners Investment Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2016 and has held it in 22 quarters since.
Steward Partners Investment Advisory's iShares Core 60/40 Balanced Allocation ETF position peaked at $465K in Q4 2025.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.