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

Fiduciary 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 		$629K Buy
9,043
+325
+4% +$22.1K 0.07% 159
2026
Q1 		$561K Buy
8,718
+171
+2% +$11.3K 0.07% 159
2025
Q4 		$556K Buy
8,547
+525
+7% +$34.1K 0.08% 151
2025
Q3 		$516K Sell
8,022
-225
-3% -$14.1K 0.08% 146
2025
Q2 		$508K Buy
8,247
+282
+4% +$16.5K 0.09% 136
2025
Q1 		$438K Buy
7,965
+167
+2% +$9.72K 0.1% 134
2024
Q4 		$442K Buy
7,798
+251
+3% +$14.7K 0.1% 131
2024
Q3 		$442K Buy
7,547
+139
+2% +$7.97K 0.1% 122
2024
Q2 		$427K Buy
+7,408
New +$409K 0.1% 119

Other funds holding AOR

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FHC
Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

Fiduciary Financial Group increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 3.7% in Q2 2026, buying an estimated $22.1K and bringing the position to 9,043 shares worth $629K. The position accounts for 0.07% of the portfolio, ranked #159.

Fiduciary Financial Group first reported a position in AOR in Q2 2024 and has held it in 9 quarters since. 86 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Fiduciary Financial Group held 9,043 shares of iShares Core 60/40 Balanced Allocation ETF worth $629K as of Q2 2026.
  • Fiduciary Financial Group bought 325 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $22.1K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.07% of Fiduciary Financial Group's portfolio in Q2 2026, its #159 holding.
  • Fiduciary Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2024 and has held it in 9 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.