Elevation Wealth Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Elevation Wealth Partners’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	$121K	Buy	1,762 +14	+0.8%	+$969	0.03%	184
2026 Q2	$122K	Buy	1,748 +4	+0.2%	+$272	0.04%	172
2026 Q1	$112K	Buy	1,744 +366	+27%	+$24.1K	0.04%	162
2025 Q4	$89.6K	Buy	1,378 +12	+0.9%	+$779	0.03%	176
2025 Q3	$88K	Buy	1,366 +6	+0.4%	+$375	0.03%	188
2025 Q2	$83.7K	Buy	1,360 +530	+64%	+$31K	0.03%	189
2025 Q1	$47.8K	Buy	830 +1	+0.1%	+$58	0.02%	228
2024 Q4	$47.5K	Buy	829 +12	+1%	+$703	0.02%	235
2024 Q3	$48.4K	Buy	817 +6	+0.7%	+$344	0.02%	224
2024 Q2	$45.7K	Buy	811 +4	+0.5%	+$221	0.02%	220
2024 Q1	$45K	Buy	807 +169	+26%	+$9.11K	0.02%	229
2023 Q4	$31.5K	Hold	638	–	–	0.02%	240
2023 Q3	$31.5K	Sell	638 -140	-18%	-$7.13K	0.03%	177
2023 Q2	$40K	Buy	778 +3	+0.4%	+$151	0.03%	172
2023 Q1	$38.8K	Buy	+775	New	+$38.1K	0.04%	181

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

WCG

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

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

AWM

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

Elevation Wealth Partners's AOR Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.8% in Q3 2026, buying an estimated $969 and bringing the position to 1,762 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #184.

Elevation Wealth Partners first reported a position in AOR in Q1 2023 and has held it in 15 quarters since. The position peaked at $122K in Q2 2026. 50 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

Elevation Wealth Partners held 1,762 shares of iShares Core 60/40 Balanced Allocation ETF worth $121K as of Q3 2026.
Elevation Wealth Partners bought 14 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $969.
iShares Core 60/40 Balanced Allocation ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #184 holding.
Elevation Wealth Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $122K in Q2 2026.
50 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.