Ausdal Financial Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Ausdal Financial Partners’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	$1.2M	Buy	18,681 +304	+2%	+$20K	0.05%	328
2025 Q4	$1.19M	Buy	18,377 +624	+4%	+$40.5K	0.06%	315
2025 Q3	$1.14M	Buy	17,753 +13,597	+327%	+$850K	0.06%	329
2025 Q2	$256K	Sell	4,156 -254	-6%	-$14.8K	0.02%	590
2025 Q1	$254K	Sell	4,410 -513	-10%	-$29.9K	0.02%	535
2024 Q4	$282K	Sell	4,923 -247	-5%	-$14.5K	0.02%	463
2024 Q3	$306K	Buy	5,170 +1	+0%	+$57	0.03%	408
2024 Q2	$291K	Buy	5,169 +210	+4%	+$11.6K	0.03%	401
2024 Q1	$276K	Buy	4,959 +110	+2%	+$5.93K	0.03%	385
2023 Q4	$258K	Sell	4,849 -2,300	-32%	-$116K	0.03%	369
2023 Q3	$353K	Sell	7,149 -320	-4%	-$16.3K	0.05%	300
2023 Q2	$384K	Buy	7,469 +66	+0.9%	+$3.32K	0.05%	280
2023 Q1	$370K	Sell	7,403 -262	-3%	-$12.9K	0.05%	296
2022 Q4	$361K	Sell	7,665 -65	-0.8%	-$3.06K	0.05%	299
2022 Q3	$346K	Buy	7,730 +216	+3%	+$10.5K	0.05%	302
2022 Q2	$361K	Sell	7,514 -502	-6%	-$25.3K	0.05%	308
2022 Q1	$433K	Buy	8,016 +98	+1%	+$5.34K	0.06%	300
2021 Q4	$452K	Buy	7,918 +3,597	+83%	+$204K	0.06%	298
2021 Q3	$240K	Buy	4,321 +137	+3%	+$7.73K	0.04%	401
2021 Q2	$234K	Sell	4,184 -21,186	-84%	-$1.17M	0.04%	397
2021 Q1	$1.36M	Sell	25,370 -1,868	-7%	-$99.4K	0.23%	128
2020 Q4	$1.42M	Buy	27,238 +1,753	+7%	+$88.2K	0.28%	106
2020 Q3	$1.23M	Buy	25,485 +1,403	+6%	+$67.7K	0.3%	98
2020 Q2	$1.12M	Sell	24,082 -508	-2%	-$22.6K	0.37%	77
2020 Q1	$1.06M	Buy	24,590 +146	+0.6%	+$6.7K	0.37%	72
2019 Q4	$1.18M	Buy	24,444 +682	+3%	+$31.9K	0.35%	81
2019 Q3	$1.09M	Buy	23,762 +715	+3%	+$32.6K	0.39%	75
2019 Q2	$1.05M	Buy	23,047 +1,013	+5%	+$45.6K	0.4%	70
2019 Q1	$985K	Buy	22,034 +691	+3%	+$30K	0.4%	64
2018 Q4	$882K	Buy	21,343 +334	+2%	+$14.3K	0.43%	60
2018 Q3	$948K	Buy	21,009 +2,392	+13%	+$107K	0.27%	109
2018 Q2	$826K	Buy	18,617 +265	+1%	+$11.8K	0.26%	122
2018 Q1	$818K	Buy	18,352 +205	+1%	+$9.27K	0.28%	103
2017 Q4	$815K	Buy	18,147 +53	+0.3%	+$2.41K	0.29%	102
2017 Q3	$811K	Buy	18,094 +317	+2%	+$14K	0.32%	88
2017 Q2	$775K	Buy	17,777 +510	+3%	+$22K	0.33%	84
2017 Q1	$732K	Sell	17,267 -479	-3%	-$20K	0.33%	80
2016 Q4	$720K	Sell	17,746 -50	-0.3%	-$2.02K	0.34%	80
2016 Q3	$732K	Buy	+17,796	New	+$725K	0.37%	75
2016 Q1	–	Sell	-35,144	Closed	-$1.37M	–	270
2015 Q4	$1.37M	Buy	+35,144	New	+$1.38M	0.69%	20

Other funds holding AOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Ausdal Financial Partners's AOR Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.7% in Q1 2026, buying an estimated $20K and bringing the position to 18,681 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #328.

Ausdal Financial Partners first reported a position in AOR in Q4 2015 and has held it in 40 quarters since. The position peaked at $1.42M in Q4 2020. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Ausdal Financial Partners held 18,681 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.2M as of Q1 2026.
Ausdal Financial Partners bought 304 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $20K.
iShares Core 60/40 Balanced Allocation ETF made up 0.05% of Ausdal Financial Partners's portfolio in Q1 2026, its #328 holding.
Ausdal Financial Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2015 and has held it in 40 quarters since.
Ausdal Financial Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.42M in Q4 2020.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.