Truist Financial
AOR icon

Truist Financial’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Truist Financial’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 		$4.19M Sell
65,107
-44,620
-41% -$2.94M 0.01% 936
2025
Q4 		$7.13M Buy
109,727
+13,193
+14% +$856K 0.01% 717
2025
Q3 		$6.21M Sell
96,534
-330
-0.3% -$20.6K 0.01% 794
2025
Q2 		$5.96M Sell
96,864
-2,608
-3% -$152K 0.01% 771
2025
Q1 		$5.73M Sell
99,472
-27,705
-22% -$1.61M 0.01% 770
2024
Q4 		$7.29M Buy
127,177
+20,084
+19% +$1.18M 0.01% 674
2024
Q3 		$6.34M Buy
107,093
+492
+0.5% +$28.2K 0.01% 742
2024
Q2 		$6M Sell
106,601
-3,117
-3% -$172K 0.01% 789
2024
Q1 		$6.11M Sell
109,718
-83,357
-43% -$4.5M 0.01% 809
2023
Q4 		$10.3M Buy
193,075
+75,446
+64% +$3.81M 0.02% 600
2023
Q3 		$5.81M Sell
117,629
-1,755
-1% -$89.4K 0.01% 788
2023
Q2 		$6.14M Sell
119,384
-21,332
-15% -$1.07M 0.01% 764
2023
Q1 		$7.04M Sell
140,716
-76,298
-35% -$3.75M 0.01% 706
2022
Q4 		$10.2M Buy
217,014
+71,109
+49% +$3.35M 0.02% 559
2022
Q3 		$6.53M Buy
145,905
+68,580
+89% +$3.32M 0.01% 693
2022
Q2 		$3.71M Buy
77,325
+27,248
+54% +$1.37M 0.01% 918
2022
Q1 		$2.7M Sell
50,077
-18,355
-27% -$999K ﹤0.01% 1162
2021
Q4 		$3.91M Buy
68,432
+29,222
+75% +$1.66M 0.01% 983
2021
Q3 		$2.17M Sell
39,210
-1,630
-4% -$91.9K ﹤0.01% 1241
2021
Q2 		$2.29M Buy
40,840
+4,616
+13% +$255K ﹤0.01% 1224
2021
Q1 		$1.94M Sell
36,224
-40,716
-53% -$2.17M ﹤0.01% 1255
2020
Q4 		$4.02M Buy
76,940
+11,951
+18% +$601K 0.01% 897
2020
Q3 		$3.15M Buy
64,989
+27,489
+73% +$1.33M 0.01% 901
2020
Q2 		$1.74M Sell
37,500
-18,812
-33% -$836K ﹤0.01% 1091
2020
Q1 		$2.33M Sell
56,312
-33,562
-37% -$1.54M 0.01% 921
2019
Q4 		$4.3M Buy
+89,874
New +$4.21M 0.01% 801

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
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
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
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
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

Truist Financial's AOR Position: Q1 2026 in Review

Truist Financial reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 41% in Q1 2026, selling an estimated $2.94M and leaving 65,107 shares worth $4.19M. The position accounts for 0.01% of the portfolio, ranked #936.

Truist Financial first reported a position in AOR in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.3M in Q4 2023. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Truist Financial held 65,107 shares of iShares Core 60/40 Balanced Allocation ETF worth $4.19M as of Q1 2026.
  • Truist Financial sold 44,620 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $2.94M.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Truist Financial's portfolio in Q1 2026, its #936 holding.
  • Truist Financial first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 26 quarters since.
  • Truist Financial's iShares Core 60/40 Balanced Allocation ETF position peaked at $10.3M in Q4 2023.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.