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

Fidato Wealth’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	$799K	Buy	11,667 +51	+0.4%	+$3.53K	0.43%	13
2026 Q2	$807K	Buy	11,616 +353	+3%	+$24K	0.47%	8
2026 Q1	$725K	Sell	11,263 -190	-2%	-$12.5K	0.47%	7
2025 Q4	$745K	Buy	11,453 +146	+1%	+$9.47K	0.48%	7
2025 Q3	$728K	Sell	11,307 -1,041	-8%	-$65.1K	0.48%	8
2025 Q2	$760K	Sell	12,348 -166	-1%	-$9.7K	0.54%	7
2025 Q1	$720K	Sell	12,514 -763	-6%	-$44.4K	0.55%	10
2024 Q4	$761K	Sell	13,277 -681	-5%	-$39.9K	0.57%	9
2024 Q3	$827K	Buy	13,958 +34	+0.2%	+$1.95K	0.66%	7
2024 Q2	$784K	Buy	13,924 +1,254	+10%	+$69.3K	0.69%	7
2024 Q1	$705K	Buy	12,670 +994	+9%	+$53.6K	0.63%	8
2023 Q4	$621K	Buy	+11,676	New	+$589K	0.59%	8
2022 Q4	$207K	Buy	+4,395	New	+$207K	0.26%	7

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

Strategic Family Wealth Counselors Fairfield, New Jersey $429M AUM 8.84% 1-Year Est. Return

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

Fidato Wealth's AOR Position: Q3 2026 in Review

Fidato Wealth increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.44% in Q3 2026, buying an estimated $3.53K and bringing the position to 11,667 shares worth $799K. The position accounts for 0.43% of the portfolio, ranked #13.

Fidato Wealth first reported a position in AOR in Q4 2022 and has held it in 13 quarters since. The position peaked at $827K in Q3 2024. 186 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

Fidato Wealth held 11,667 shares of iShares Core 60/40 Balanced Allocation ETF worth $799K as of Q3 2026.
Fidato Wealth bought 51 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $3.53K.
iShares Core 60/40 Balanced Allocation ETF made up 0.43% of Fidato Wealth's portfolio in Q3 2026, its #13 holding.
Fidato Wealth first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 13 quarters since.
Fidato Wealth's iShares Core 60/40 Balanced Allocation ETF position peaked at $827K in Q3 2024.
186 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Fidato Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.