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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TD Waterhouse Canada's AOR Position: Q1 2026 in Review

TD Waterhouse Canada held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q1 2026 at 2,164 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

TD Waterhouse Canada first reported a position in AOR in Q2 2024 and has held it in 8 quarters since. The position peaked at $141K in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

TD Waterhouse Canada held 2,164 shares of iShares Core 60/40 Balanced Allocation ETF worth $140K as of Q1 2026.
TD Waterhouse Canada left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q1 2026.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q1 2026, its #1118 holding.
TD Waterhouse Canada first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2024 and has held it in 8 quarters since.
TD Waterhouse Canada's iShares Core 60/40 Balanced Allocation ETF position peaked at $141K in Q4 2025.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.