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AmeriFlex Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

AmeriFlex Group’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 		$514K Sell
7,392
-2,440
-25% -$166K 0.21% 97
2026
Q1 		$633K Sell
9,832
-2,199
-18% -$145K 0.32% 69
2025
Q4 		$782K Sell
12,031
-12,983
-52% -$842K 0.41% 50
2025
Q3 		$1.61M Buy
25,014
+11,178
+81% +$699K 0.6% 28
2025
Q2 		$846K Sell
13,836
-289
-2% -$16.9K 0.44% 50
2025
Q1 		$813K Sell
14,125
-71
-0.5% -$4.13K 0.33% 67
2024
Q4 		$830K Buy
+14,196
New +$831K 0.38% 54

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
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

AmeriFlex Group's AOR Position: Q2 2026 in Review

AmeriFlex Group reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 25% in Q2 2026, selling an estimated $166K and leaving 7,392 shares worth $514K. The position accounts for 0.21% of the portfolio, ranked #97.

AmeriFlex Group first reported a position in AOR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.61M in Q3 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • AmeriFlex Group held 7,392 shares of iShares Core 60/40 Balanced Allocation ETF worth $514K as of Q2 2026.
  • AmeriFlex Group sold 2,440 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $166K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.21% of AmeriFlex Group's portfolio in Q2 2026, its #97 holding.
  • AmeriFlex Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.61M in Q3 2025.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.