Creative Financial Designs’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Creative Financial Designs’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	$31.2K	Buy	449 +439	+4,390%	+$29.9K	﹤0.01%	1167
2026 Q1	$644	Hold	10	–	–	﹤0.01%	1970
2025 Q4	$650	Sell	10 -85	-89%	-$5.52K	﹤0.01%	1877
2025 Q3	$6.12K	Buy	95 +85	+850%	+$5.32K	﹤0.01%	1482
2025 Q2	$616	Sell	10 -25	-71%	-$1.46K	﹤0.01%	1872
2025 Q1	$2.02K	Hold	35	–	–	﹤0.01%	1666
2024 Q4	$2.01K	Hold	35	–	–	﹤0.01%	1589
2024 Q3	$2.07K	Hold	35	–	–	﹤0.01%	1528
2024 Q2	$1.97K	Hold	35	–	–	﹤0.01%	1480
2024 Q1	$1.95K	Hold	35	–	–	﹤0.01%	1487
2023 Q4	$1.86K	Hold	35	–	–	﹤0.01%	1441
2023 Q3	$1.73K	Hold	35	–	–	﹤0.01%	1356
2023 Q2	$1.8K	Sell	35 -397	-92%	-$20K	﹤0.01%	1323
2023 Q1	$21.6K	Hold	432	–	–	﹤0.01%	792
2022 Q4	$20.4K	Hold	432	–	–	﹤0.01%	762
2022 Q3	$19K	Hold	432	–	–	﹤0.01%	746
2022 Q2	$21K	Hold	432	–	–	﹤0.01%	726
2022 Q1	$23K	Buy	432 +387	+860%	+$21.1K	﹤0.01%	733
2021 Q4	$3K	Buy	+45	New	+$2.55K	﹤0.01%	1073
2020 Q3	–	Sell	-2,309	Closed	-$107K	–	1202
2020 Q2	$107K	Buy	+2,309	New	+$103K	0.03%	276
2019 Q4	–	Sell	-1,698	Closed	-$77K	–	537
2019 Q3	$77K	Buy	1,698 +6	+0.4%	+$274	0.04%	202
2019 Q2	$77K	Sell	1,692 -337	-17%	-$15.2K	0.04%	200
2019 Q1	$91K	Sell	2,029 -1,343	-40%	-$58.4K	0.05%	174
2018 Q4	$139K	Sell	3,372 -2,152	-39%	-$92.1K	0.1%	128
2018 Q3	$249K	Buy	5,524 +735	+15%	+$32.9K	0.14%	107
2018 Q2	$212K	Buy	4,789 +135	+3%	+$6.02K	0.12%	119
2018 Q1	$207K	Buy	4,654 +1,463	+46%	+$66.2K	0.13%	110
2017 Q4	$142K	Sell	3,191 -87	-3%	-$3.95K	0.1%	139
2017 Q3	$147K	Buy	3,278 +602	+22%	+$26.6K	0.08%	155
2017 Q2	$117K	Buy	2,676 +1,474	+123%	+$63.6K	0.07%	170
2017 Q1	$51K	Buy	+1,202	New	+$50.1K	0.04%	231

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Creative Financial Designs's AOR Position: Q2 2026 in Review

Creative Financial Designs increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 4,390% in Q2 2026, buying an estimated $29.9K and bringing the position to 449 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Creative Financial Designs first reported a position in AOR in Q1 2017 and has held it in 31 quarters since. The position peaked at $249K in Q3 2018. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Creative Financial Designs held 449 shares of iShares Core 60/40 Balanced Allocation ETF worth $31.2K as of Q2 2026.
Creative Financial Designs bought 439 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $29.9K.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1167 holding.
Creative Financial Designs first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2017 and has held it in 31 quarters since.
Creative Financial Designs's iShares Core 60/40 Balanced Allocation ETF position peaked at $249K in Q3 2018.
453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.