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

Independent 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 		$872K Buy
12,547
+1,041
+9% +$70.9K 0.02% 750
2026
Q1 		$740K Buy
11,506
+1,575
+16% +$104K 0.02% 744
2025
Q4 		$646K Hold
9,931
– – 0.01% 776
2025
Q3 		$639K Buy
+9,931
New +$621K 0.02% 750

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

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

Independent Financial Group increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 9% in Q2 2026, buying an estimated $70.9K and bringing the position to 12,547 shares worth $872K. The position accounts for 0.02% of the portfolio, ranked #750.

Independent Financial Group 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.

  • Independent Financial Group held 12,547 shares of iShares Core 60/40 Balanced Allocation ETF worth $872K as of Q2 2026.
  • Independent Financial Group bought 1,041 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $70.9K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #750 holding.
  • Independent Financial Group 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.