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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
Q2 		$1.09M Buy
+15,647
New +$1.07M 0.12% 48

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Compass Financial Group (South Dakota)'s AOR Position: Q2 2026 in Review

Compass Financial Group (South Dakota) opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 15,647 shares worth $1.09M. The stake represents 0.12% of the portfolio and ranks #48 among its holdings.

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

  • Compass Financial Group (South Dakota) held 15,647 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.09M as of Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF was a new Compass Financial Group (South Dakota) position in Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.12% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #48 holding.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.