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TD Waterhouse Canada’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

TD Waterhouse Canada’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 		$309K Buy
4,463
+2,299
+106% +$157K ﹤0.01% 977
2026
Q1 		$140K Hold
2,164
– – ﹤0.01% 1118
2025
Q4 		$141K Buy
2,164
+14
+0.7% +$908 ﹤0.01% 969
2025
Q3 		$139K Buy
2,150
+541
+34% +$33.8K ﹤0.01% 955
2025
Q2 		$99K Hold
1,609
– – ﹤0.01% 964
2025
Q1 		$92.8K Hold
1,609
– – ﹤0.01% 957
2024
Q4 		$92.1K Buy
1,609
+1,000
+164% +$58.6K ﹤0.01% 956
2024
Q3 		$36K Sell
609
-3
-0.5% -$172 ﹤0.01% 1117
2024
Q2 		$34.4K Buy
+612
New +$33.8K ﹤0.01% 1104

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 $343M AUM 29.82% 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 $338M AUM 29.36% 1-Year Est. Return

TD Waterhouse Canada's AOR Position: Q2 2026 in Review

TD Waterhouse Canada increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 106% in Q2 2026, buying an estimated $157K and bringing the position to 4,463 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

TD Waterhouse Canada first reported a position in AOR in Q2 2024 and has held it in 9 quarters since. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • TD Waterhouse Canada held 4,463 shares of iShares Core 60/40 Balanced Allocation ETF worth $309K as of Q2 2026.
  • TD Waterhouse Canada bought 2,299 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $157K.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #977 holding.
  • TD Waterhouse Canada first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2024 and has held it in 9 quarters since.
  • 453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.