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

Cooper 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	$270K	Buy	+3,884	New	+$265K	0.02%	366

Other funds holding AOR

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

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

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

Cooper Financial Group opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 3,884 shares worth $270K. The stake represents 0.02% of the portfolio and ranks #366 among its holdings.

66 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Cooper Financial Group held 3,884 shares of iShares Core 60/40 Balanced Allocation ETF worth $270K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Cooper Financial Group position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #366 holding.
66 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.