Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Legacy Financial Group (Iowa)’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 		$1.66M Sell
23,885
-1,143
-5% -$77.8K 0.19% 57
2026
Q1 		$1.61M Sell
25,028
-617
-2% -$40.7K 0.2% 54
2025
Q4 		$1.7M Buy
25,645
+2,770
+12% +$180K 0.21% 52
2025
Q3 		$1.47M Sell
22,875
-522
-2% -$32.6K 0.19% 49
2025
Q2 		$1.44M Buy
23,397
+107
+0.5% +$6.25K 0.2% 51
2025
Q1 		$1.34M Sell
23,290
-409
-2% -$23.8K 0.21% 48
2024
Q4 		$1.36M Sell
23,699
-1,148
-5% -$67.2K 0.22% 47
2024
Q3 		$1.47M Sell
24,847
-689
-3% -$39.5K 0.28% 38
2024
Q2 		$1.44M Sell
25,536
-5,867
-19% -$324K 0.28% 46
2024
Q1 		$1.75M Buy
+31,403
New +$1.69M 0.35% 42
2023
Q4 		– Sell
-29,427
Closed -$1.45M – 55
2023
Q3 		$1.45M Sell
29,427
-2,401
-8% -$122K 0.34% 41
2023
Q2 		$1.64M Buy
31,828
+1,645
+5% +$82.8K 0.42% 34
2023
Q1 		$1.51M Buy
30,183
+719
+2% +$35.4K 0.41% 33
2022
Q4 		$1.39M Buy
29,464
+4,289
+17% +$202K 0.42% 26
2022
Q3 		$1.13M Sell
25,175
-1,213
-5% -$58.8K 0.38% 23
2022
Q2 		$1.27M Buy
26,388
+1,822
+7% +$91.7K 0.4% 25
2022
Q1 		$1.33M Buy
24,566
+6,595
+37% +$359K 0.39% 30
2021
Q4 		$1.02M Sell
17,971
-2,886
-14% -$164K 0.44% 23
2021
Q3 		$1.16M Buy
20,857
+6,090
+41% +$343K 0.35% 39
2021
Q2 		$827K Buy
14,767
+2,052
+16% +$113K 0.25% 46
2021
Q1 		$681K Buy
12,715
+1,588
+14% +$84.5K 0.24% 44
2020
Q4 		$581K Buy
+11,127
New +$560K 0.22% 47

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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

Legacy Financial Group (Iowa)'s AOR Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 4.6% in Q2 2026, selling an estimated $77.8K and leaving 23,885 shares worth $1.66M. The position accounts for 0.19% of the portfolio, ranked #57.

Legacy Financial Group (Iowa) first reported a position in AOR in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.75M in Q1 2024. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Legacy Financial Group (Iowa) held 23,885 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.66M as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 1,143 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $77.8K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.19% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #57 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and has held it in 22 quarters since.
  • Legacy Financial Group (Iowa)'s iShares Core 60/40 Balanced Allocation ETF position peaked at $1.75M in Q1 2024.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.