Cooper Financial Group
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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
Q3 		– Sell
-3,884
Closed -$270K – 452
2026
Q2 		$270K Buy
+3,884
New +$265K 0.02% 366

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Cooper Financial Group's AOR Position: Q3 2026 in Review

Cooper Financial Group sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2026, closing a stake of 3,884 shares — an estimated $270K sold.

Cooper Financial Group first reported a position in AOR in Q2 2026 and held it in 1 quarter. The position peaked at $270K in Q2 2026. 167 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • Cooper Financial Group reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2026 after selling out during the quarter.
  • Cooper Financial Group sold 3,884 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $270K.
  • Cooper Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2026 and held it in 1 quarter.
  • Cooper Financial Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $270K in Q2 2026.
  • 167 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.