Zacks Investment Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Zacks Investment 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 Q2	$278K	Buy	+3,993	New	+$272K	﹤0.01%	607
2026 Q1	–	Sell	-4,171	Closed	-$271K	–	714
2025 Q4	$271K	Buy	+4,171	New	+$271K	﹤0.01%	603
2025 Q1	–	Sell	-12,585	Closed	-$721K	–	657
2024 Q4	$721K	Buy	+12,585	New	+$737K	0.01%	440
2024 Q1	–	Sell	-8,032	Closed	-$427K	–	642
2023 Q4	$427K	Buy	+8,032	New	+$405K	0.01%	486
2023 Q1	–	Sell	-21,655	Closed	-$1.02M	–	634
2022 Q4	$1.02M	Buy	+21,655	New	+$1.02M	0.01%	357

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

Zacks Investment Management's AOR Position: Q2 2026 in Review

Zacks Investment Management opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 3,993 shares worth $278K. The stake represents ﹤0.01% of the portfolio and ranks #607 among its holdings. This is a return to the name: Zacks Investment Management previously reported a position in AOR as recently as Q4 2025.

Zacks Investment Management first reported a position in AOR in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.02M in Q4 2022. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Zacks Investment Management held 3,993 shares of iShares Core 60/40 Balanced Allocation ETF worth $278K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Zacks Investment Management position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #607 holding.
Zacks Investment Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 5 quarters since.
Zacks Investment Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.02M in Q4 2022.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.