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SimpliFi Inc’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

SimpliFi Inc’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
Q1 		$1.31M Buy
20,351
+1,504
+8% +$99.1K 0.55% 17
2025
Q4 		$1.23M Sell
18,847
-32
-0.2% -$2.08K 0.52% 16
2025
Q3 		$1.22M Sell
18,879
-737
-4% -$46.1K 0.52% 19
2025
Q2 		$1.21M Buy
19,616
+233
+1% +$13.6K 0.53% 19
2025
Q1 		$1.12M Buy
19,383
+105
+0.5% +$6.11K 0.51% 20
2024
Q4 		$1.11M Sell
19,278
-768
-4% -$45K 0.51% 20
2024
Q3 		$1.19M Sell
20,046
-520
-3% -$29.8K 0.53% 21
2024
Q2 		$1.16M Sell
20,566
-446
-2% -$24.7K 0.54% 20
2024
Q1 		$1.17M Sell
21,012
-721
-3% -$38.9K 0.54% 18
2023
Q4 		$1.07M Hold
21,733
– – 0.53% 17
2023
Q3 		$1.07M Buy
21,733
+292
+1% +$14.9K 0.53% 17
2023
Q2 		$1.1M Buy
21,441
+407
+2% +$20.5K 0.52% 18
2023
Q1 		$1.05M Sell
21,034
-965
-4% -$47.5K 0.52% 17
2022
Q4 		$1.04M Buy
21,999
+379
+2% +$17.8K 0.54% 15
2022
Q3 		$968K Buy
21,620
+83
+0.4% +$4.02K 0.5% 15
2022
Q2 		$1.03M Sell
21,537
-870
-4% -$43.8K 0.51% 15
2022
Q1 		$1.21M Buy
22,407
+140
+0.6% +$7.62K 0.55% 15
2021
Q4 		$1.27M Buy
22,267
+1,527
+7% +$86.6K 0.56% 16
2021
Q3 		$1.15M Buy
20,740
+1,578
+8% +$89K 0.52% 11
2021
Q2 		$1.07M Buy
+19,162
New +$1.06M 0.49% 12

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

SimpliFi Inc's AOR Position: Q1 2026 in Review

SimpliFi Inc increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 8% in Q1 2026, buying an estimated $99.1K and bringing the position to 20,351 shares worth $1.31M. The position accounts for 0.55% of the portfolio, ranked #17.

SimpliFi Inc first reported a position in AOR in Q2 2021 and has held it in 20 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • SimpliFi Inc held 20,351 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.31M as of Q1 2026.
  • SimpliFi Inc bought 1,504 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $99.1K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.55% of SimpliFi Inc's portfolio in Q1 2026, its #17 holding.
  • SimpliFi Inc first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2021 and has held it in 20 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on SimpliFi Inc's 13F filing for Q1 2026, filed 23 Apr 2026.