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

B. Riley Wealth 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	$245K	Sell	3,580 -42	-1%	-$2.91K	0.01%	839
2026 Q2	$251K	Buy	3,622 +279	+8%	+$19K	0.01%	689
2026 Q1	$211K	Sell	3,343 -191	-5%	-$12.6K	0.01%	706
2025 Q4	$230K	Buy	3,534 +157	+5%	+$10.2K	0.01%	810
2025 Q3	$217K	Buy	+3,377	New	+$211K	0.01%	862

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

WCG

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

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

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

B. Riley Wealth Advisors's AOR Position: Q3 2026 in Review

B. Riley Wealth Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.2% in Q3 2026, selling an estimated $2.91K and leaving 3,580 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #839.

B. Riley Wealth Advisors first reported a position in AOR in Q3 2025 and has held it in 5 quarters since. The position peaked at $251K in Q2 2026. 50 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

B. Riley Wealth Advisors held 3,580 shares of iShares Core 60/40 Balanced Allocation ETF worth $245K as of Q3 2026.
B. Riley Wealth Advisors sold 42 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $2.91K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #839 holding.
B. Riley Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2025 and has held it in 5 quarters since.
B. Riley Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $251K in Q2 2026.
50 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

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