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Acima Private Wealth’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Acima Private Wealth’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 		– Sell
-131
Closed -$9.11K – 176
2026
Q2 		$9.11K Buy
+131
New +$8.92K ﹤0.01% 164

Other funds holding AOR

CWA
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WFL
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Acima Private Wealth's AOR Position: Q3 2026 in Review

Acima Private Wealth sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2026, closing a stake of 131 shares — an estimated $9.11K sold.

Acima Private Wealth first reported a position in AOR in Q2 2026 and held it in 1 quarter. The position peaked at $9.11K in Q2 2026. 63 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • Acima Private Wealth reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2026 after selling out during the quarter.
  • Acima Private Wealth sold 131 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $9.11K.
  • Acima Private Wealth first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2026 and held it in 1 quarter.
  • Acima Private Wealth's iShares Core 60/40 Balanced Allocation ETF position peaked at $9.11K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.