BFC Planning, Inc.’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

BFC Planning, Inc.’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	$43.2K	Hold	630	–	–	﹤0.01%	1628
2026 Q2	$43.8K	Buy	630 +104	+20%	+$7.08K	﹤0.01%	1622
2026 Q1	$33.8K	Buy	+526	New	+$34.7K	﹤0.01%	1494
2025 Q3	–	Sell	-364	Closed	-$22.4K	–	2900
2025 Q2	$22.4K	Buy	364 +2	+0.6%	+$117	﹤0.01%	1437
2025 Q1	$20.9K	Hold	362	–	–	﹤0.01%	1439
2024 Q4	$20.8K	Sell	362 -201	-36%	-$11.8K	﹤0.01%	1445
2024 Q3	$33.4K	Buy	+563	New	+$32.3K	﹤0.01%	1241

Other funds holding AOR

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

BFC Planning, Inc.'s AOR Position: Q3 2026 in Review

BFC Planning, Inc. held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q3 2026 at 630 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

BFC Planning, Inc. first reported a position in AOR in Q3 2024 and has held it in 7 quarters since. The position peaked at $43.8K in Q2 2026. 412 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

BFC Planning, Inc. held 630 shares of iShares Core 60/40 Balanced Allocation ETF worth $43.2K as of Q3 2026.
BFC Planning, Inc. left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q3 2026.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1628 holding.
BFC Planning, Inc. first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares Core 60/40 Balanced Allocation ETF position peaked at $43.8K in Q2 2026.
412 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.