TRCT
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Tower Research Capital (TRC)’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Tower Research Capital (TRC)’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
2025
Q1 		– Sell
-14
Closed -$802 – 5165
2024
Q4 		$802 Sell
14
-10
-42% -$586 ﹤0.01% 5164
2024
Q3 		$1.42K Buy
24
+10
+71% +$573 ﹤0.01% 5157
2024
Q2 		$788 Sell
14
-314
-96% -$17.4K ﹤0.01% 5253
2024
Q1 		$18.3K Buy
328
+314
+2,243% +$16.9K ﹤0.01% 3077
2023
Q4 		$745 Hold
14
– – ﹤0.01% 5503
2023
Q3 		$692 Sell
14
-148
-91% -$7.54K ﹤0.01% 5497
2023
Q2 		$8.34K Buy
162
+31
+24% +$1.56K ﹤0.01% 4444
2023
Q1 		$7K Sell
131
-17
-11% -$836 ﹤0.01% 4712
2022
Q4 		$7K Buy
148
+117
+377% +$5.5K ﹤0.01% 4523
2022
Q3 		$1K Hold
31
– – ﹤0.01% 5732
2022
Q2 		$1K Hold
31
– – ﹤0.01% 5723
2022
Q1 		$2K Sell
31
-1
-3% -$54 ﹤0.01% 5510
2021
Q4 		$2K Buy
32
+26
+433% +$1.48K ﹤0.01% 5595
2021
Q3 		$0 Hold
6
– – ﹤0.01% 5742
2021
Q2 		$0 Hold
6
– – ﹤0.01% 5442
2021
Q1 		$0 Sell
6
-298
-98% -$15.9K ﹤0.01% 5371
2020
Q4 		$16K Buy
+304
New +$15.3K ﹤0.01% 3997
2016
Q3 		– Sell
-146
Closed -$6K – 3587
2016
Q2 		$6K Buy
+146
New +$5.78K ﹤0.01% 3241
2014
Q2 		– Sell
-126
Closed -$5K – 3988
2014
Q1 		$5K Buy
+126
New +$4.85K ﹤0.01% 3219

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tower Research Capital (TRC)'s AOR Position: Q1 2025 in Review

Tower Research Capital (TRC) sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2025, closing a stake of 14 shares — an estimated $802 sold.

Tower Research Capital (TRC) first reported a position in AOR in Q1 2014 and held it in 19 quarters. The position peaked at $18.3K in Q1 2024. 351 funds tracked by Wall St. Rank hold AOR as of Q1 2025.

  • Tower Research Capital (TRC) reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 14 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2025, an estimated $802.
  • Tower Research Capital (TRC) first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2014 and held it in 19 quarters.
  • Tower Research Capital (TRC)'s iShares Core 60/40 Balanced Allocation ETF position peaked at $18.3K in Q1 2024.
  • 351 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2025, filed 15 May 2025.