PFG Investments’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

PFG Investments’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	$391K	Buy	5,624 +804	+17%	+$54.8K	0.02%	802
2026 Q1	$310K	Buy	+4,820	New	+$318K	0.01%	836

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PFG Investments's AOR Position: Q2 2026 in Review

PFG Investments increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 17% in Q2 2026, buying an estimated $54.8K and bringing the position to 5,624 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #802.

PFG Investments first reported a position in AOR in Q1 2026 and has held it in 2 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

PFG Investments held 5,624 shares of iShares Core 60/40 Balanced Allocation ETF worth $391K as of Q2 2026.
PFG Investments bought 804 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $54.8K.
iShares Core 60/40 Balanced Allocation ETF made up 0.02% of PFG Investments's portfolio in Q2 2026, its #802 holding.
PFG Investments first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2026 and has held it in 2 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.