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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
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

Merit Financial Group's AOR Position: Q2 2026 in Review

Merit Financial Group reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 6.9% in Q2 2026, selling an estimated $26.7K and leaving 5,268 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

Merit Financial Group first reported a position in AOR in Q4 2024 and has held it in 7 quarters since. The position peaked at $522K in Q3 2025. 95 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Merit Financial Group held 5,268 shares of iShares Core 60/40 Balanced Allocation ETF worth $366K as of Q2 2026.
  • Merit Financial Group sold 392 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $26.7K.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1693 holding.
  • Merit Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2024 and has held it in 7 quarters since.
  • Merit Financial Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $522K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

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