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

Montgomery Financial Services’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	$526K	Buy	+7,575	New	+$516K	0.46%	20

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Montgomery Financial Services's AOR Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 7,575 shares worth $526K. The stake represents 0.46% of the portfolio and ranks #20 among its holdings.

432 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Montgomery Financial Services held 7,575 shares of iShares Core 60/40 Balanced Allocation ETF worth $526K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Montgomery Financial Services position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.46% of Montgomery Financial Services's portfolio in Q2 2026, its #20 holding.
432 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.