DecisionPoint Financial’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

DecisionPoint Financial’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	$2.01K	Buy	+29	New	+$2.01K	﹤0.01%	394

Other funds holding AOR

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

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

DecisionPoint Financial's AOR Position: Q3 2026 in Review

DecisionPoint Financial opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2026: 29 shares worth $2.01K. The stake represents ﹤0.01% of the portfolio and ranks #394 among its holdings.

177 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

DecisionPoint Financial held 29 shares of iShares Core 60/40 Balanced Allocation ETF worth $2.01K as of Q3 2026.
iShares Core 60/40 Balanced Allocation ETF was a new DecisionPoint Financial position in Q3 2026.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #394 holding.
177 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.