Hantz Financial Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Hantz Financial Services’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	$6K	Sell	86 -9	-9%	-$613	﹤0.01%	2172
2026 Q1	$6K	Buy	+95	New	+$6.26K	﹤0.01%	2136
2025 Q2	–	Sell	-2,218	Closed	-$128K	–	2176
2025 Q1	$128K	Sell	2,218 -3,941	-64%	-$229K	﹤0.01%	597
2024 Q4	$353K	Buy	6,159 +5,918	+2,456%	+$347K	0.01%	524
2024 Q3	$14K	Sell	241 -647	-73%	-$37.1K	﹤0.01%	756
2024 Q2	$50K	Buy	+888	New	+$49.1K	﹤0.01%	661
2024 Q1	–	Sell	-8,952	Closed	-$476K	–	1192
2023 Q4	$476K	Buy	+8,952	New	+$452K	0.01%	498
2023 Q3	–	Sell	-907	Closed	-$47K	–	1113
2023 Q2	$47K	Buy	+907	New	+$45.6K	﹤0.01%	632
2023 Q1	–	Sell	-19,290	Closed	-$910K	–	1106
2022 Q4	$910K	Buy	+19,290	New	+$908K	0.03%	392

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Hantz Financial Services's AOR Position: Q2 2026 in Review

Hantz Financial Services reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 9.5% in Q2 2026, selling an estimated $613 and leaving 86 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Hantz Financial Services first reported a position in AOR in Q4 2022 and has held it in 9 quarters since. The position peaked at $910K in Q4 2022. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Hantz Financial Services held 86 shares of iShares Core 60/40 Balanced Allocation ETF worth $6K as of Q2 2026.
Hantz Financial Services sold 9 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $613.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #2172 holding.
Hantz Financial Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 9 quarters since.
Hantz Financial Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $910K in Q4 2022.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.