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Syverson Strege & Co’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Syverson Strege & Co’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 		$264K Sell
3,800
-72
-2% -$4.9K 0.06% 143
2026
Q1 		$249K Sell
3,872
-800
-17% -$52.7K 0.06% 138
2025
Q4 		$304K Sell
4,672
-163
-3% -$10.6K 0.07% 117
2025
Q3 		$311K Sell
4,835
-8
-0.2% -$500 0.07% 110
2025
Q2 		$298K Buy
4,843
+119
+3% +$6.95K 0.07% 118
2025
Q1 		$272K Buy
4,724
+98
+2% +$5.7K 0.09% 64
2024
Q4 		$265K Buy
4,626
+482
+12% +$28.2K 0.09% 64
2024
Q3 		$245K Sell
4,144
-321
-7% -$18.4K 0.08% 58
2024
Q2 		$251K Sell
4,465
-3,042
-41% -$168K 0.09% 65
2024
Q1 		$418K Buy
7,507
+727
+11% +$39.2K 0.15% 41
2023
Q4 		$361K Sell
6,780
-2,719
-29% -$137K 0.14% 47
2023
Q3 		$469K Buy
9,499
+213
+2% +$10.8K 0.21% 36
2023
Q2 		$478K Sell
9,286
-581
-6% -$29.2K 0.2% 37
2023
Q1 		$494K Buy
9,867
+581
+6% +$28.6K 0.21% 36
2022
Q4 		$438K Buy
9,286
+1,238
+15% +$58.3K 0.2% 40
2022
Q3 		$360K Buy
8,048
+290
+4% +$14K 0.18% 48
2022
Q2 		$372K Buy
7,758
+232
+3% +$11.7K 0.14% 50
2022
Q1 		$406K Sell
7,526
-204
-3% -$11.1K 0.44% 40
2021
Q4 		$441K Sell
7,730
-532
-6% -$30.2K 0.33% 41
2021
Q3 		$458K Buy
8,262
+318
+4% +$17.9K 0.37% 41
2021
Q2 		$445K Buy
7,944
+808
+11% +$44.6K 0.4% 38
2021
Q1 		$382K Buy
7,136
+217
+3% +$11.5K 0.4% 38
2020
Q4 		$361K Buy
+6,919
New +$348K 0.34% 39

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFIM
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
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

Syverson Strege & Co's AOR Position: Q2 2026 in Review

Syverson Strege & Co reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.9% in Q2 2026, selling an estimated $4.9K and leaving 3,800 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #143.

Syverson Strege & Co first reported a position in AOR in Q4 2020 and has held it in 23 quarters since. The position peaked at $494K in Q1 2023. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Syverson Strege & Co held 3,800 shares of iShares Core 60/40 Balanced Allocation ETF worth $264K as of Q2 2026.
  • Syverson Strege & Co sold 72 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $4.9K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.06% of Syverson Strege & Co's portfolio in Q2 2026, its #143 holding.
  • Syverson Strege & Co first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and has held it in 23 quarters since.
  • Syverson Strege & Co's iShares Core 60/40 Balanced Allocation ETF position peaked at $494K in Q1 2023.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.