Stirlingshire Investments’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
$286K Buy
4,118
+14
+0.3% +$953 0.21% 153
2026
Q1
$264K Sell
4,104
-9
-0.2% -$593 0.23% 149
2025
Q4
$267K Buy
+4,113
New +$267K 0.24% 128

Other funds holding AOR

Stirlingshire Investments's AOR Position: Q2 2026 in Review

Stirlingshire Investments increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.34% in Q2 2026, buying an estimated $953 and bringing the position to 4,118 shares worth $286K. The position accounts for 0.21% of the portfolio, ranked #153.

Stirlingshire Investments first reported a position in AOR in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Stirlingshire Investments held 4,118 shares of iShares Core 60/40 Balanced Allocation ETF worth $286K as of Q2 2026.
  • Stirlingshire Investments bought 14 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $953.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.21% of Stirlingshire Investments's portfolio in Q2 2026, its #153 holding.
  • Stirlingshire Investments first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Stirlingshire Investments's 13F filing for Q2 2026, filed 31 Jul 2026.