Victory Capital Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Victory Capital Management’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	–	Sell	-28,584	Closed	-$1.86M	–	2416
2025 Q4	$1.86M	Buy	+28,584	New	+$1.85M	﹤0.01%	1604
2025 Q1	–	Sell	-16,321	Closed	-$936K	–	2474
2024 Q4	$936K	Buy	+16,321	New	+$956K	﹤0.01%	1840
2024 Q1	–	Sell	-133,818	Closed	-$7.12M	–	2481
2023 Q4	$7.12M	Buy	133,818 +121,183	+959%	+$6.12M	0.01%	1161
2023 Q3	$624K	Buy	+12,635	New	+$643K	﹤0.01%	1884
2023 Q1	–	Sell	-158,942	Closed	-$7.5M	–	2593
2022 Q4	$7.5M	Buy	158,942 +102,191	+180%	+$4.81M	0.01%	1109
2022 Q3	$2.54M	Buy	+56,751	New	+$2.75M	﹤0.01%	1389

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Victory Capital Management's AOR Position: Q1 2026 in Review

Victory Capital Management sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026, closing a stake of 28,584 shares — an estimated $1.86M sold.

Victory Capital Management first reported a position in AOR in Q3 2022 and held it in 6 quarters. The position peaked at $7.5M in Q4 2022. 410 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Victory Capital Management reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2026 after selling out during the quarter.
Victory Capital Management sold 28,584 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $1.86M.
Victory Capital Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2022 and held it in 6 quarters.
Victory Capital Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $7.5M in Q4 2022.
410 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Victory Capital Management's 13F filing for Q1 2026, filed 15 May 2026.