Focus Financial Network’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Focus Financial Network’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	$694K	Sell	9,982 -15,791	-61%	-$1.08M	0.02%	418
2026 Q1	$1.66M	Buy	25,773 +8,945	+53%	+$590K	0.06%	245
2025 Q4	$1.09M	Sell	16,828 -13,728	-45%	-$891K	0.04%	287
2025 Q3	$1.97M	Buy	30,556 +9,533	+45%	+$596K	0.07%	210
2025 Q2	$1.29M	Sell	21,023 -3,098	-13%	-$181K	0.05%	258
2025 Q1	$1.39M	Sell	24,121 -7,220	-23%	-$420K	0.06%	237
2024 Q4	$1.8M	Sell	31,341 -29,996	-49%	-$1.76M	0.07%	194
2024 Q3	$3.63M	Buy	+61,337	New	+$3.52M	0.15%	120
2024 Q2	–	Sell	-59,710	Closed	-$3.19M	–	658
2024 Q1	$3.19M	Buy	+59,710	New	+$3.22M	0.16%	119

Other funds holding AOR

WAM

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

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 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

Focus Financial Network's AOR Position: Q2 2026 in Review

Focus Financial Network reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 61% in Q2 2026, selling an estimated $1.08M and leaving 9,982 shares worth $694K. The position accounts for 0.02% of the portfolio, ranked #418.

Focus Financial Network first reported a position in AOR in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.63M in Q3 2024. 83 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Focus Financial Network held 9,982 shares of iShares Core 60/40 Balanced Allocation ETF worth $694K as of Q2 2026.
Focus Financial Network sold 15,791 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.08M.
iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #418 holding.
Focus Financial Network first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2024 and has held it in 9 quarters since.
Focus Financial Network's iShares Core 60/40 Balanced Allocation ETF position peaked at $3.63M in Q3 2024.
83 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.