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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$388K	Buy	5,666 +398	+8%	+$27.6K	﹤0.01%	1734
2026 Q2	$366K	Sell	5,268 -392	-7%	-$26.7K	﹤0.01%	1693
2026 Q1	$364K	Sell	5,660 -560	-9%	-$36.9K	﹤0.01%	1552
2025 Q4	$404K	Sell	6,220 -1,886	-23%	-$122K	﹤0.01%	1410
2025 Q3	$522K	Buy	8,106 +880	+12%	+$55K	﹤0.01%	1168
2025 Q2	$445K	Sell	7,226 -418	-5%	-$24.4K	0.01%	1152
2025 Q1	$440K	Sell	7,644 -516	-6%	-$30K	0.01%	992
2024 Q4	$468K	Buy	+8,160	New	+$478K	0.01%	747

Other funds holding AOR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Merit Financial Group's AOR Position: Q3 2026 in Review

Merit Financial Group increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 7.6% in Q3 2026, buying an estimated $27.6K and bringing the position to 5,666 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Merit Financial Group first reported a position in AOR in Q4 2024 and has held it in 8 quarters since. The position peaked at $522K in Q3 2025. 310 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

Merit Financial Group held 5,666 shares of iShares Core 60/40 Balanced Allocation ETF worth $388K as of Q3 2026.
Merit Financial Group bought 398 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $27.6K.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1734 holding.
Merit Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 8 quarters since.
Merit Financial Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $522K in Q3 2025.
310 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.