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 Q3	$4.25M	Buy	61,994 +794	+1%	+$55K	0.01%	1005
2026 Q2	$4.25M	Sell	61,200 -3,907	-6%	-$266K	0.01%	997
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	$2.18M	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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Truist Financial's AOR Position: Q3 2026 in Review

Truist Financial increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.3% in Q3 2026, buying an estimated $55K and bringing the position to 61,994 shares worth $4.25M. The position accounts for 0.01% of the portfolio, ranked #1005.

Truist Financial first reported a position in AOR in Q4 2019 and has held it in 28 quarters since. The position peaked at $10.3M in Q4 2023. 400 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

Truist Financial held 61,994 shares of iShares Core 60/40 Balanced Allocation ETF worth $4.25M as of Q3 2026.
Truist Financial bought 794 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $55K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Truist Financial's portfolio in Q3 2026, its #1005 holding.
Truist Financial first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 28 quarters since.
Truist Financial's iShares Core 60/40 Balanced Allocation ETF position peaked at $10.3M in Q4 2023.
400 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.