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

Merit Financial Group’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$445K Sell
7,226
-418
-5% -$25.7K 0.01% 1151
2025
Q1 		$440K Sell
7,644
-516
-6% -$29.7K 0.01% 990
2024
Q4 		$468K Buy
+8,160
New +$468K 0.01% 746