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

Buttonwood 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 		$426K Sell
6,135
-509
-8% -$34.7K 0.24% 23
2026
Q1 		$428K Sell
6,644
-1,782
-21% -$117K 0.26% 23
2025
Q4 		$556K Sell
8,426
-2,385
-22% -$155K 0.3% 21
2025
Q3 		$696K Sell
10,811
-10
-0.1% -$625 0.3% 20
2025
Q2 		$660K Buy
10,821
+55
+0.5% +$3.21K 0.34% 21
2025
Q1 		$592K Buy
10,766
+610
+6% +$35.5K 0.35% 20
2024
Q4 		$594K Sell
10,156
-1,197
-11% -$70.1K 0.33% 19
2024
Q3 		$673K Sell
11,353
-1,238
-10% -$71K 0.4% 17
2024
Q2 		$708K Buy
12,591
+503
+4% +$27.8K 0.4% 21
2024
Q1 		$673K Buy
12,088
+124
+1% +$6.69K 0.4% 23
2023
Q4 		$636K Buy
11,964
+369
+3% +$18.6K 0.46% 20
2023
Q3 		$557K Buy
11,595
+955
+9% +$48.6K 0.41% 21
2023
Q2 		$552K Sell
10,640
-359
-3% -$18.1K 0.48% 17
2023
Q1 		$550K Buy
10,999
+178
+2% +$8.76K 0.55% 18
2022
Q4 		$510K Buy
10,821
+745
+7% +$35.1K 0.46% 21
2022
Q3 		$450K Buy
10,076
+292
+3% +$14.1K 0.47% 16
2022
Q2 		$469K Buy
9,784
+818
+9% +$41.2K 0.46% 17
2022
Q1 		$485K Buy
+8,966
New +$488K 0.36% 16

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 $343M AUM 29.82% 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

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

Buttonwood Financial Group reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 7.7% in Q2 2026, selling an estimated $34.7K and leaving 6,135 shares worth $426K. The position accounts for 0.24% of the portfolio, ranked #23.

Buttonwood Financial Group first reported a position in AOR in Q1 2022 and has held it in 18 quarters since. The position peaked at $708K in Q2 2024. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Buttonwood Financial Group held 6,135 shares of iShares Core 60/40 Balanced Allocation ETF worth $426K as of Q2 2026.
  • Buttonwood Financial Group sold 509 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $34.7K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.24% of Buttonwood Financial Group's portfolio in Q2 2026, its #23 holding.
  • Buttonwood Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2022 and has held it in 18 quarters since.
  • Buttonwood Financial Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $708K in Q2 2024.
  • 453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Buttonwood Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.