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

Manchester 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	$393K	Buy	5,657 +539	+11%	+$36.7K	0.07%	92
2026 Q1	$329K	Buy	5,118 +746	+17%	+$49.2K	0.06%	102
2025 Q4	$284K	Buy	4,372 +153	+4%	+$9.93K	0.05%	111
2025 Q3	$272K	Buy	+4,219	New	+$264K	0.05%	107
2025 Q2	–	Sell	-4,146	Closed	-$239K	–	122
2025 Q1	$239K	Buy	4,146 +37	+0.9%	+$2.15K	0.05%	106
2024 Q4	$236K	Buy	+4,109	New	+$241K	0.05%	99

Other funds holding AOR

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Manchester Financial's AOR Position: Q2 2026 in Review

Manchester Financial increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 11% in Q2 2026, buying an estimated $36.7K and bringing the position to 5,657 shares worth $393K. The position accounts for 0.07% of the portfolio, ranked #92.

Manchester Financial first reported a position in AOR in Q4 2024 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Manchester Financial held 5,657 shares of iShares Core 60/40 Balanced Allocation ETF worth $393K as of Q2 2026.
Manchester Financial bought 539 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $36.7K.
iShares Core 60/40 Balanced Allocation ETF made up 0.07% of Manchester Financial's portfolio in Q2 2026, its #92 holding.
Manchester Financial first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 6 quarters since.
78 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Manchester Financial's 13F filing for Q2 2026, filed 17 Jul 2026.