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

Intrua Financial’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 		$3.41M Sell
49,039
-3,713
-7% -$253K 0.31% 63
2026
Q1 		$3.39M Buy
52,752
+9,180
+21% +$605K 0.35% 55
2025
Q4 		$2.83M Buy
43,572
+627
+1% +$40.7K 0.3% 61
2025
Q3 		$2.76M Buy
42,945
+3,699
+9% +$231K 0.3% 65
2025
Q2 		$2.42M Buy
39,246
+5,288
+16% +$309K 0.32% 58
2025
Q1 		$1.95M Sell
33,958
-277
-0.8% -$16.1K 0.28% 68
2024
Q4 		$1.96M Buy
34,235
+3,559
+12% +$208K 0.3% 62
2024
Q3 		$1.82M Buy
30,676
+5,895
+24% +$338K 0.27% 68
2024
Q2 		$1.4M Buy
24,781
+1,909
+8% +$106K 0.21% 96
2024
Q1 		$1.27M Buy
22,872
+1,215
+6% +$65.5K 0.18% 112
2023
Q4 		$1.15M Buy
21,657
+12,441
+135% +$628K 0.17% 127
2023
Q3 		$455K Buy
9,216
+16
+0.2% +$815 0.08% 209
2023
Q2 		$473K Buy
9,200
+200
+2% +$10.1K 0.08% 207
2023
Q1 		$450K Buy
9,000
+4,350
+94% +$214K 0.09% 198
2022
Q4 		$228K Hold
4,650
– – 0.05% 297
2022
Q3 		$208K Hold
4,650
– – 0.06% 288
2022
Q2 		$223K Sell
4,650
-85
-2% -$4.28K 0.05% 331
2022
Q1 		$256K Sell
4,735
-100
-2% -$5.45K 0.05% 323
2021
Q4 		$276K Hold
4,835
– – 0.05% 309
2021
Q3 		$275K Buy
+4,835
New +$273K 0.05% 301

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

Intrua Financial's AOR Position: Q2 2026 in Review

Intrua Financial reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 7% in Q2 2026, selling an estimated $253K and leaving 49,039 shares worth $3.41M. The position accounts for 0.31% of the portfolio, ranked #63.

Intrua Financial first reported a position in AOR in Q3 2021 and has held it in 20 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Intrua Financial held 49,039 shares of iShares Core 60/40 Balanced Allocation ETF worth $3.41M as of Q2 2026.
  • Intrua Financial sold 3,713 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $253K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.31% of Intrua Financial's portfolio in Q2 2026, its #63 holding.
  • Intrua Financial first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2021 and has held it in 20 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.