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Stonebridge Financial Group (Pennsylvania)’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$692K Sell
9,950
-1,929
-16% -$131K 0.05% 149
2026
Q1 		$764K Sell
11,879
-384
-3% -$25.3K 0.06% 138
2025
Q4 		$797K Buy
12,263
+733
+6% +$47.6K 0.07% 129
2025
Q3 		$742K Sell
11,530
-456
-4% -$28.5K 0.07% 133
2025
Q2 		$738K Sell
11,986
-5,986
-33% -$350K 0.07% 128
2025
Q1 		$1.03M Buy
17,972
+4,485
+33% +$261K 0.11% 106
2024
Q4 		$773K Buy
+13,487
New +$790K 0.09% 121

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 $313M AUM 37.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s AOR Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 16% in Q2 2026, selling an estimated $131K and leaving 9,950 shares worth $692K. The position accounts for 0.05% of the portfolio, ranked #149.

Stonebridge Financial Group (Pennsylvania) first reported a position in AOR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q1 2025. 391 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 9,950 shares of iShares Core 60/40 Balanced Allocation ETF worth $692K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 1,929 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $131K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.05% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #149 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s iShares Core 60/40 Balanced Allocation ETF position peaked at $1.03M in Q1 2025.
  • 391 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.