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

Atomi Financial 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	$350K	Sell	5,041 -293	-5%	-$20K	0.01%	948
2026 Q1	$343K	Sell	5,334 -1	-0%	-$66	0.01%	884
2025 Q4	$347K	Buy	5,335 +285	+6%	+$18.5K	0.01%	866
2025 Q3	$325K	Buy	5,050 +136	+3%	+$8.51K	0.01%	848
2025 Q2	$303K	Buy	+4,914	New	+$287K	0.01%	811

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

Atomi Financial Group's AOR Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 5.5% in Q2 2026, selling an estimated $20K and leaving 5,041 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #948.

Atomi Financial Group first reported a position in AOR in Q2 2025 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Atomi Financial Group held 5,041 shares of iShares Core 60/40 Balanced Allocation ETF worth $350K as of Q2 2026.
Atomi Financial Group sold 293 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $20K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #948 holding.
Atomi Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2025 and has held it in 5 quarters since.
453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.