Two Sigma Securities’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Two Sigma Securities’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 Q2	$232K	Buy	+3,344	New	+$228K	0.02%	1071
2025 Q4	–	Sell	-6,937	Closed	-$447K	–	1453
2025 Q3	$447K	Buy	+6,937	New	+$434K	0.07%	406
2024 Q1	–	Sell	-8,229	Closed	-$438K	–	2939
2023 Q4	$438K	Buy	+8,229	New	+$415K	﹤0.01%	1654
2019 Q2	–	Sell	-13,768	Closed	-$615K	–	2061
2019 Q1	$615K	Buy	+13,768	New	+$598K	0.01%	783
2018 Q4	–	Sell	-10,462	Closed	-$472K	–	2124
2018 Q3	$472K	Buy	+10,462	New	+$469K	﹤0.01%	1448

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

Two Sigma Securities's AOR Position: Q2 2026 in Review

Two Sigma Securities opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 3,344 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #1071 among its holdings. This is a return to the name: Two Sigma Securities previously reported a position in AOR as recently as Q3 2025.

Two Sigma Securities first reported a position in AOR in Q3 2018 and has held it in 5 quarters since. The position peaked at $615K in Q1 2019. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Two Sigma Securities held 3,344 shares of iShares Core 60/40 Balanced Allocation ETF worth $232K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Two Sigma Securities position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Two Sigma Securities's portfolio in Q2 2026, its #1071 holding.
Two Sigma Securities first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2018 and has held it in 5 quarters since.
Two Sigma Securities's iShares Core 60/40 Balanced Allocation ETF position peaked at $615K in Q1 2019.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Two Sigma Securities's 13F filing for Q2 2026, filed 14 Aug 2026.