4Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

4Wealth Advisors’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	$213K	Buy	+3,097	New	+$214K	0.15%	130

Other funds holding AOR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

4Wealth Advisors's AOR Position: Q3 2026 in Review

4Wealth Advisors opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2026: 3,097 shares worth $213K. The stake represents 0.15% of the portfolio and ranks #130 among its holdings.

348 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

4Wealth Advisors held 3,097 shares of iShares Core 60/40 Balanced Allocation ETF worth $213K as of Q3 2026.
iShares Core 60/40 Balanced Allocation ETF was a new 4Wealth Advisors position in Q3 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.15% of 4Wealth Advisors's portfolio in Q3 2026, its #130 holding.
348 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.