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

StoneX Group’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 		$353K Hold
5,480
– – 0.02% 516
2025
Q4 		$356K Buy
5,480
+1,635
+43% +$106K 0.02% 632
2025
Q3 		$248K Sell
3,845
-2,888
-43% -$181K 0.01% 757
2025
Q2 		$415K Buy
6,733
+1,668
+33% +$97.4K 0.02% 561
2025
Q1 		$292K Hold
5,065
– – 0.02% 649
2024
Q4 		$290K Sell
5,065
-450
-8% -$26.4K 0.02% 614
2024
Q3 		$327K Sell
5,515
-225
-4% -$12.9K 0.15% 189
2024
Q2 		$323K Sell
5,740
-376
-6% -$20.8K 0.15% 193
2024
Q1 		$340K Sell
6,116
-300
-5% -$16.2K 0.18% 160
2023
Q4 		$341K Buy
6,416
+474
+8% +$23.9K 0.18% 161
2023
Q3 		$294K Buy
5,942
+202
+4% +$10.3K 0.16% 181
2023
Q2 		$295K Sell
5,740
-3,501
-38% -$176K 0.17% 181
2023
Q1 		$462K Sell
9,241
-6,871
-43% -$338K 0.28% 107
2022
Q4 		$760K Buy
16,112
+9,728
+152% +$458K 0.11% 147
2022
Q3 		$286K Sell
6,384
-3,916
-38% -$190K 0.05% 219
2022
Q2 		$494K Buy
10,300
+4,560
+79% +$229K 0.08% 171
2022
Q1 		$310K Hold
5,740
– – 0.03% 412
2021
Q4 		$328K Hold
5,740
– – 0.04% 382
2021
Q3 		$318K Buy
+5,740
New +$324K 0.05% 346

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

StoneX Group's AOR Position: Q1 2026 in Review

StoneX Group held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q1 2026 at 5,480 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #516.

StoneX Group first reported a position in AOR in Q3 2021 and has held it in 19 quarters since. The position peaked at $760K in Q4 2022. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • StoneX Group held 5,480 shares of iShares Core 60/40 Balanced Allocation ETF worth $353K as of Q1 2026.
  • StoneX Group left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q1 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.02% of StoneX Group's portfolio in Q1 2026, its #516 holding.
  • StoneX Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2021 and has held it in 19 quarters since.
  • StoneX Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $760K in Q4 2022.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.