FFA
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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
Q3 		$1.28M Buy
18,612
+3,108
+20% +$215K 0.01% 1003
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 $343M AUM 29.82% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return

Farther Finance Advisors's AOR Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 20% in Q3 2026, buying an estimated $215K and bringing the position to 18,612 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #1003.

Farther Finance Advisors first reported a position in AOR in Q1 2023 and has held it in 15 quarters since. 22 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • Farther Finance Advisors held 18,612 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.28M as of Q3 2026.
  • Farther Finance Advisors bought 3,108 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $215K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1003 holding.
  • Farther Finance Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2023 and has held it in 15 quarters since.
  • 22 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.