Farther Finance Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Farther Finance Advisors’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	$1.08M	Buy	15,504 +1,929	+14%	+$131K	0.01%	1052
2026 Q1	$879K	Buy	13,575 +2,289	+20%	+$151K	0.01%	1052
2025 Q4	$734K	Buy	11,286 +5,006	+80%	+$325K	0.01%	1077
2025 Q3	$404K	Buy	6,280 +448	+8%	+$28K	0.01%	1193
2025 Q2	$359K	Sell	5,832 -417	-7%	-$24.4K	0.01%	1086
2025 Q1	$361K	Buy	6,249 +3,650	+140%	+$212K	0.01%	946
2024 Q4	$149K	Buy	2,599 +2,365	+1,011%	+$138K	0.01%	1131
2024 Q3	$13.8K	Buy	234 +129	+123%	+$7.4K	﹤0.01%	2224
2024 Q2	$5.92K	Buy	105 +65	+163%	+$3.59K	﹤0.01%	2324
2024 Q1	$2.23K	Sell	40 -119	-75%	-$6.42K	﹤0.01%	2446
2023 Q4	$8.46K	Buy	159 +119	+298%	+$6.01K	﹤0.01%	1691
2023 Q3	$1.98K	Hold	40	–	–	﹤0.01%	1861
2023 Q2	$2.06K	Buy	40 +38	+1,900%	+$1.91K	﹤0.01%	1743
2023 Q1	$106	Buy	+2	New	+$98	﹤0.01%	2280

Other funds holding AOR

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Farther Finance Advisors's AOR Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 14% in Q2 2026, buying an estimated $131K and bringing the position to 15,504 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1052.

Farther Finance Advisors first reported a position in AOR in Q1 2023 and has held it in 14 quarters since. 78 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Farther Finance Advisors held 15,504 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.08M as of Q2 2026.
Farther Finance Advisors bought 1,929 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $131K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1052 holding.
Farther Finance Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2023 and has held it in 14 quarters since.
78 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.