Diversify Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
Other funds holding AOR
Diversify Advisory Services's AOR Position: Q3 2026 in Review
Diversify Advisory Services increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 4% in Q3 2026, buying an estimated $33.1K and bringing the position to 12,315 shares worth $845K. The position accounts for 0.01% of the portfolio, ranked #712.
Diversify Advisory Services first reported a position in AOR in Q2 2025 and has held it in 5 quarters since. 116 funds tracked by Wall St. Rank hold AOR as of Q3 2026.
- Diversify Advisory Services held 12,315 shares of iShares Core 60/40 Balanced Allocation ETF worth $845K as of Q3 2026.
- Diversify Advisory Services bought 478 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $33.1K.
- iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #712 holding.
- Diversify Advisory Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2025 and has held it in 5 quarters since.
- 116 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.
Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.