Quantum Financial Partners
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Quantum Financial Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Quantum Financial Partners’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 		$600K Buy
8,762
+1,398
+19% +$96.8K 0.31% 67
2026
Q2 		$512K Buy
+7,364
New +$502K 0.26% 75

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Quantum Financial Partners's AOR Position: Q3 2026 in Review

Quantum Financial Partners increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 19% in Q3 2026, buying an estimated $96.8K and bringing the position to 8,762 shares worth $600K. The position accounts for 0.31% of the portfolio, ranked #67.

Quantum Financial Partners first reported a position in AOR in Q2 2026 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • Quantum Financial Partners held 8,762 shares of iShares Core 60/40 Balanced Allocation ETF worth $600K as of Q3 2026.
  • Quantum Financial Partners bought 1,398 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $96.8K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.31% of Quantum Financial Partners's portfolio in Q3 2026, its #67 holding.
  • Quantum Financial Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2026 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.