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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
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 $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $293M AUM 26.81% 1-Year Est. Return

Greystone Financial Group's AOR Position: Q1 2026 in Review

Greystone Financial Group reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 31% in Q1 2026, selling an estimated $344K and leaving 11,776 shares worth $758K. The position accounts for 0.21% of the portfolio, ranked #52.

Greystone Financial Group first reported a position in AOR in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.1M in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Greystone Financial Group held 11,776 shares of iShares Core 60/40 Balanced Allocation ETF worth $758K as of Q1 2026.
  • Greystone Financial Group sold 5,219 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $344K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.21% of Greystone Financial Group's portfolio in Q1 2026, its #52 holding.
  • Greystone Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and has held it in 21 quarters since.
  • Greystone Financial Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.1M in Q4 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Greystone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.