Eight 31 Financial’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
Other funds holding AOR
WAM
MFIM
AL
CWA
Eight 31 Financial's AOR Position: Q2 2026 in Review
Eight 31 Financial increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.4% in Q2 2026, buying an estimated $103K and bringing the position to 111,621 shares worth $7.76M. The position accounts for 4.61% of the portfolio, ranked #9.
Eight 31 Financial first reported a position in AOR in Q1 2024 and has held it in 10 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.
- Eight 31 Financial held 111,621 shares of iShares Core 60/40 Balanced Allocation ETF worth $7.76M as of Q2 2026.
- Eight 31 Financial bought 1,509 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $103K.
- iShares Core 60/40 Balanced Allocation ETF made up 4.61% of Eight 31 Financial's portfolio in Q2 2026, its #9 holding.
- Eight 31 Financial first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2024 and has held it in 10 quarters since.
- 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.
Based on Eight 31 Financial's 13F filing for Q2 2026, filed 13 Aug 2026.