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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
Q2 		$512K Buy
+7,364
New +$502K 0.26% 75

Other funds holding AOR

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 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
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quantum Financial Partners's AOR Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 7,364 shares worth $512K. The stake represents 0.26% of the portfolio and ranks #75 among its holdings.

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

  • Quantum Financial Partners held 7,364 shares of iShares Core 60/40 Balanced Allocation ETF worth $512K as of Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF was a new Quantum Financial Partners position in Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.26% of Quantum Financial Partners's portfolio in Q2 2026, its #75 holding.
  • 111 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.