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Compass Financial Group (South Dakota)’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Compass Financial Group (South Dakota)’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 		$3.27M Buy
47,714
+32,067
+205% +$2.22M 0.35% 29
2026
Q2 		$1.09M Buy
+15,647
New +$1.07M 0.12% 48

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

Compass Financial Group (South Dakota)'s AOR Position: Q3 2026 in Review

Compass Financial Group (South Dakota) increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 205% in Q3 2026, buying an estimated $2.22M and bringing the position to 47,714 shares worth $3.27M. The position accounts for 0.35% of the portfolio, ranked #29.

Compass Financial Group (South Dakota) first reported a position in AOR in Q2 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • Compass Financial Group (South Dakota) held 47,714 shares of iShares Core 60/40 Balanced Allocation ETF worth $3.27M as of Q3 2026.
  • Compass Financial Group (South Dakota) bought 32,067 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $2.22M.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.35% of Compass Financial Group (South Dakota)'s portfolio in Q3 2026, its #29 holding.
  • Compass Financial Group (South Dakota) first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q3 2026, filed 13 Oct 2026.