SimpliFi Inc
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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
Q3 		$1.43M Buy
20,826
+136
+0.7% +$9.42K 0.58% 16
2026
Q2 		$1.44M Buy
20,690
+339
+2% +$23.1K 0.57% 16
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Consilium Wealth Advisory
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Madrid Financial Services
Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

SimpliFi Inc's AOR Position: Q3 2026 in Review

SimpliFi Inc increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.66% in Q3 2026, buying an estimated $9.42K and bringing the position to 20,826 shares worth $1.43M. The position accounts for 0.58% of the portfolio, ranked #16.

SimpliFi Inc first reported a position in AOR in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.44M in Q2 2026. 302 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • SimpliFi Inc held 20,826 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.43M as of Q3 2026.
  • SimpliFi Inc bought 136 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $9.42K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.58% of SimpliFi Inc's portfolio in Q3 2026, its #16 holding.
  • SimpliFi Inc first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2021 and has held it in 22 quarters since.
  • SimpliFi Inc's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.44M in Q2 2026.
  • 302 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on SimpliFi Inc's 13F filing for Q3 2026, filed 28 Oct 2026.