TIAA-CREF Individual & Institutional Services
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TIAA-CREF Individual & Institutional Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

TIAA-CREF Individual & Institutional Services’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
Q3 		$1.23K Buy
+18
New +$1.25K ﹤0.01% 786

Other funds holding AOR

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Consilium Wealth Advisory
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services's AOR Position: Q3 2026 in Review

TIAA-CREF Individual & Institutional Services opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2026: 18 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #786 among its holdings.

412 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • TIAA-CREF Individual & Institutional Services held 18 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.23K as of Q3 2026.
  • iShares Core 60/40 Balanced Allocation ETF was a new TIAA-CREF Individual & Institutional Services position in Q3 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q3 2026, its #786 holding.
  • 412 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q3 2026, filed 12 Nov 2026.