GFG
AOR icon

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

Greystone 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 		$1.31M Buy
18,887
+7,111
+60% +$484K 0.37% 46
2026
Q1 		$758K Sell
11,776
-5,219
-31% -$344K 0.21% 52
2025
Q4 		$1.1M Buy
16,995
+550
+3% +$35.7K 0.17% 61
2025
Q3 		$1.06M Buy
16,445
+796
+5% +$49.8K 0.16% 64
2025
Q2 		$964K Sell
15,649
-1,088
-7% -$63.5K 0.16% 64
2025
Q1 		$964K Buy
16,737
+1,512
+10% +$88K 0.17% 69
2024
Q4 		$873K Buy
15,225
+92
+0.6% +$5.39K 0.15% 69
2024
Q3 		$896K Sell
15,133
-630
-4% -$36.1K 0.16% 71
2024
Q2 		$888K Sell
15,763
-1,217
-7% -$67.3K 0.17% 66
2024
Q1 		$945K Buy
16,980
+2,738
+19% +$148K 0.19% 61
2023
Q4 		$758K Buy
14,242
+796
+6% +$40.2K 0.18% 68
2023
Q3 		$664K Sell
13,446
-202
-1% -$10.3K 0.17% 68
2023
Q2 		$702K Sell
13,648
-2,483
-15% -$125K 0.16% 71
2023
Q1 		$807K Buy
16,131
+1,574
+11% +$77.4K 0.2% 56
2022
Q4 		$687K Buy
+14,557
New +$685K 0.2% 62
2022
Q3 		– Sell
-14,176
Closed -$680K – 72
2022
Q2 		$680K Sell
14,176
-636
-4% -$32K 0.21% 66
2022
Q1 		$799K Buy
14,812
+1,611
+12% +$87.7K 0.2% 76
2021
Q4 		$754K Buy
13,201
+2,185
+20% +$124K 0.18% 79
2021
Q3 		$611K Sell
11,016
-2,591
-19% -$146K 0.18% 79
2021
Q2 		$762K Sell
13,607
-221
-2% -$12.2K 0.19% 79
2021
Q1 		$758K Buy
13,828
+1,171
+9% +$62.3K 0.19% 77
2020
Q4 		$680K Buy
+12,657
New +$637K 0.19% 70

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

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

Greystone Financial Group increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 60% in Q2 2026, buying an estimated $484K and bringing the position to 18,887 shares worth $1.31M. The position accounts for 0.37% of the portfolio, ranked #46.

Greystone Financial Group first reported a position in AOR in Q4 2020 and has held it in 22 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Greystone Financial Group held 18,887 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.31M as of Q2 2026.
  • Greystone Financial Group bought 7,111 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $484K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.37% of Greystone Financial Group's portfolio in Q2 2026, its #46 holding.
  • Greystone Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and has held it in 22 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.