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COMPASS FINANCIAL MANAGEMENT LLC’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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
Q2 		$16.6K Buy
+239
New +$16.3K ﹤0.01% 942

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's AOR Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 239 shares worth $16.6K. The stake represents ﹤0.01% of the portfolio and ranks #942 among its holdings.

375 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 239 shares of iShares Core 60/40 Balanced Allocation ETF worth $16.6K as of Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #942 holding.
  • 375 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.