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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
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 $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $293M AUM 26.81% 1-Year Est. Return

Buttonwood Financial Group's AOR Position: Q1 2026 in Review

Buttonwood Financial Group reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 21% in Q1 2026, selling an estimated $117K and leaving 6,644 shares worth $428K. The position accounts for 0.26% of the portfolio, ranked #23.

Buttonwood Financial Group first reported a position in AOR in Q1 2022 and has held it in 17 quarters since. The position peaked at $708K in Q2 2024. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Buttonwood Financial Group held 6,644 shares of iShares Core 60/40 Balanced Allocation ETF worth $428K as of Q1 2026.
  • Buttonwood Financial Group sold 1,782 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $117K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.26% of Buttonwood Financial Group's portfolio in Q1 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 17 quarters since.
  • Buttonwood Financial Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $708K in Q2 2024.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Buttonwood Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.