GGM Financials’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$153K Buy
2,205
+1,340
+155% +$91.3K 0.06% 99
2026
Q1
$55.6K Buy
865
+454
+110% +$29.9K 0.03% 129
2025
Q4
$26.7K Buy
411
+6
+1% +$389 0.01% 152
2025
Q3
$26.1K Buy
+405
New +$25.3K 0.01% 147

Other funds holding AOR

GGM Financials's AOR Position: Q2 2026 in Review

GGM Financials increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 155% in Q2 2026, buying an estimated $91.3K and bringing the position to 2,205 shares worth $153K. The position accounts for 0.06% of the portfolio, ranked #99.

GGM Financials first reported a position in AOR in Q3 2025 and has held it in 4 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • GGM Financials held 2,205 shares of iShares Core 60/40 Balanced Allocation ETF worth $153K as of Q2 2026.
  • GGM Financials bought 1,340 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $91.3K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.06% of GGM Financials's portfolio in Q2 2026, its #99 holding.
  • GGM Financials first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on GGM Financials's 13F filing for Q2 2026, filed 23 Jul 2026.