Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares Core Growth Allocation ETF (AOR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/10/2025: AOR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 20.01% | Avg. Invested days 77 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.98 | 52 Weeks Range 52.97 - 61.47 | Updated Date 06/29/2025 |
52 Weeks Range 52.97 - 61.47 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Core Growth Allocation ETF
ETF Overview
Overview
The iShares Core Growth Allocation ETF (AOR) seeks to provide diversified exposure to a mix of stocks and bonds, primarily through underlying iShares ETFs. Its objective is to provide a convenient, one-fund solution for investors seeking growth with a moderate risk profile.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has a highly experienced management team with significant expertise in asset allocation and ETF management.
Investment Objective
Goal
To seek long-term growth by allocating assets across a diversified portfolio of stocks and bonds.
Investment Approach and Strategy
Strategy: The ETF employs a fund-of-funds strategy, investing in other iShares ETFs to achieve its desired asset allocation.
Composition The ETF primarily holds other iShares ETFs representing US equities, international equities, and US bonds.
Market Position
Market Share: Market share data for blended allocation ETFs is dispersed, making precise figures difficult to pinpoint.
Total Net Assets (AUM): 1560000000
Competitors
Key Competitors
- Vanguard Growth ETF Portfolio (VGRO)
- Schwab Target Allocation Growth ETF (SWANX)
Competitive Landscape
The competitive landscape includes ETFs that offer similar diversified exposure through a single fund. AOR benefits from BlackRock's brand and low expense ratio. However, other ETFs might have slightly different asset allocations or expense ratios. AORu2019s disadvantage is smaller AUM than VGRO.
Financial Performance
Historical Performance: Historical performance data is readily available from various financial data providers.
Benchmark Comparison: The ETF's performance should be compared to a benchmark that reflects its asset allocation, such as a blended index of stocks and bonds.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
AOR has moderate liquidity, with daily trading volumes varying based on market conditions.
Bid-Ask Spread
The bid-ask spread for AOR is typically tight, reflecting its relatively high trading volume and popularity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and equity market performance significantly influence AOR's performance.
Growth Trajectory
AOR's growth trajectory is tied to overall market trends and investor demand for diversified, low-cost investment solutions.
Moat and Competitive Advantages
Competitive Edge
AOR benefits from BlackRock's strong brand recognition and extensive ETF offerings. Its fund-of-funds structure provides broad diversification with a single investment. The low expense ratio further enhances its attractiveness. However, some investors might prefer to build their own diversified portfolios for greater control over asset allocation. The established relationship with its holding iShares ETFs provides stability to its exposure.
Risk Analysis
Volatility
AOR's volatility is moderate, reflecting its diversified asset allocation across stocks and bonds.
Market Risk
AOR is subject to market risk, including equity risk and interest rate risk, depending on the performance of its underlying holdings.
Investor Profile
Ideal Investor Profile
AOR is suitable for investors seeking long-term growth with a moderate risk tolerance and those looking for a convenient, diversified investment solution.
Market Risk
AOR is best for long-term investors seeking a passive, diversified approach to investing.
Summary
The iShares Core Growth Allocation ETF (AOR) offers a diversified portfolio of stocks and bonds through a fund-of-funds structure. Managed by BlackRock, it aims to provide long-term growth with a moderate risk profile. Its low expense ratio and broad diversification make it an appealing choice for long-term investors. However, investors should consider its moderate volatility and the potential impact of market fluctuations on its performance. It is more suitable for buy-and-hold rather than active trading strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- BlackRock.com
- Morningstar.com
- etf.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Core Growth Allocation ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is a fund of funds and seeks its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes. It generally will invest at least 80% of its assets in the component securities of its underlying index. The index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.