ABLE Financial Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

ABLE Financial Group’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	$367K	Buy	5,358 +221	+4%	+$15.3K	0.06%	168
2026 Q2	$357K	Buy	5,137 +790	+18%	+$53.8K	0.06%	165
2026 Q1	$280K	Buy	4,347 +627	+17%	+$41.3K	0.05%	172
2025 Q4	$242K	Sell	3,720 -500	-12%	-$32.4K	0.05%	186
2025 Q3	$272K	Sell	4,220 -35	-0.8%	-$2.19K	0.06%	168
2025 Q2	$262K	Buy	+4,255	New	+$249K	0.06%	175

Other funds holding AOR

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

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

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

ABLE Financial Group's AOR Position: Q3 2026 in Review

ABLE Financial Group increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 4.3% in Q3 2026, buying an estimated $15.3K and bringing the position to 5,358 shares worth $367K. The position accounts for 0.06% of the portfolio, ranked #168.

ABLE Financial Group first reported a position in AOR in Q2 2025 and has held it in 6 quarters since. 111 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

ABLE Financial Group held 5,358 shares of iShares Core 60/40 Balanced Allocation ETF worth $367K as of Q3 2026.
ABLE Financial Group bought 221 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $15.3K.
iShares Core 60/40 Balanced Allocation ETF made up 0.06% of ABLE Financial Group's portfolio in Q3 2026, its #168 holding.
ABLE Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2025 and has held it in 6 quarters since.
111 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.