TD Private Client Wealth’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

TD Private Client Wealth’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	–	Sell	-2,503	Closed	-$163K	–	1656
2025 Q4	$163K	Buy	+2,503	New	+$162K	﹤0.01%	697
2022 Q1	–	Sell	-10,119	Closed	-$578K	–	1274
2021 Q4	$578K	Buy	+10,119	New	+$574K	0.02%	406

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return

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

TD Private Client Wealth's AOR Position: Q1 2026 in Review

TD Private Client Wealth sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026, closing a stake of 2,503 shares — an estimated $163K sold.

TD Private Client Wealth first reported a position in AOR in Q4 2021 and held it in 2 quarters. The position peaked at $578K in Q4 2021. 410 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

TD Private Client Wealth reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2026 after selling out during the quarter.
TD Private Client Wealth sold 2,503 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $163K.
TD Private Client Wealth first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and held it in 2 quarters.
TD Private Client Wealth's iShares Core 60/40 Balanced Allocation ETF position peaked at $578K in Q4 2021.
410 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.