IFG Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

IFG Advisory’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	$2.7M	Buy	38,843 +38,543	+12,848%	+$2.62M	0.09%	230
2026 Q1	$19.3K	Sell	300 -42,021	-99%	-$2.77M	0.06%	202
2025 Q4	$2.75M	Buy	42,321 +3,544	+9%	+$230K	0.12%	207
2025 Q3	$2.5M	Buy	38,777 +5,075	+15%	+$317K	0.11%	203
2025 Q2	$2.08M	Buy	33,702 +6,452	+24%	+$377K	0.1%	216
2025 Q1	$1.57M	Buy	27,250 +3,581	+15%	+$208K	0.09%	242
2024 Q4	$1.36M	Buy	23,669 +410	+2%	+$24K	0.08%	256
2024 Q3	$1.38M	Buy	23,259 +2,176	+10%	+$125K	0.09%	246
2024 Q2	$1.19M	Buy	+21,083	New	+$1.17M	0.08%	257
2024 Q1	–	Sell	-4,144	Closed	-$220K	–	375
2023 Q4	$220K	Buy	+4,144	New	+$209K	0.02%	539
2022 Q2	–	Sell	-7,212	Closed	-$389K	–	462
2022 Q1	$389K	Buy	7,212 +360	+5%	+$19.6K	0.04%	345
2021 Q4	$391K	Buy	6,852 +2,606	+61%	+$148K	0.04%	350
2021 Q3	$235K	Buy	+4,246	New	+$239K	0.03%	437
2021 Q2	–	Sell	-3,873	Closed	-$207K	–	474
2021 Q1	$207K	Sell	3,873 -1,095	-22%	-$58.2K	0.03%	462
2020 Q4	$259K	Buy	4,968 +783	+19%	+$39.4K	0.04%	379
2020 Q3	$202K	Buy	+4,185	New	+$202K	0.03%	400
2020 Q2	–	Sell	-6,476	Closed	-$267K	–	387
2020 Q1	$267K	Buy	+6,476	New	+$297K	0.06%	292

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

IFG Advisory's AOR Position: Q2 2026 in Review

IFG Advisory increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 12,848% in Q2 2026, buying an estimated $2.62M and bringing the position to 38,843 shares worth $2.7M. The position accounts for 0.09% of the portfolio, ranked #230.

IFG Advisory first reported a position in AOR in Q1 2020 and has held it in 17 quarters since. The position peaked at $2.75M in Q4 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

IFG Advisory held 38,843 shares of iShares Core 60/40 Balanced Allocation ETF worth $2.7M as of Q2 2026.
IFG Advisory bought 38,543 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $2.62M.
iShares Core 60/40 Balanced Allocation ETF made up 0.09% of IFG Advisory's portfolio in Q2 2026, its #230 holding.
IFG Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2020 and has held it in 17 quarters since.
IFG Advisory's iShares Core 60/40 Balanced Allocation ETF position peaked at $2.75M in Q4 2025.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.