Focus Financial Network’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Focus Financial Network’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	$302K	Sell	4,403 -5,579	-56%	-$386K	0.01%	623
2026 Q2	$694K	Sell	9,982 -15,791	-61%	-$1.08M	0.02%	418
2026 Q1	$1.66M	Buy	25,773 +8,945	+53%	+$590K	0.06%	245
2025 Q4	$1.09M	Sell	16,828 -13,728	-45%	-$891K	0.04%	287
2025 Q3	$1.97M	Buy	30,556 +9,533	+45%	+$596K	0.07%	210
2025 Q2	$1.29M	Sell	21,023 -3,098	-13%	-$181K	0.05%	258
2025 Q1	$1.39M	Sell	24,121 -7,220	-23%	-$420K	0.06%	237
2024 Q4	$1.8M	Sell	31,341 -29,996	-49%	-$1.76M	0.07%	194
2024 Q3	$3.63M	Buy	+61,337	New	+$3.52M	0.15%	120
2024 Q2	–	Sell	-59,710	Closed	-$3.19M	–	658
2024 Q1	$3.19M	Buy	+59,710	New	+$3.22M	0.16%	119

Other funds holding AOR

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

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

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

LWPC

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

WCG

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

Unique Wealth Clearwater, Florida $877M AUM 13.76% 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

Focus Financial Network's AOR Position: Q3 2026 in Review

Focus Financial Network reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 56% in Q3 2026, selling an estimated $386K and leaving 4,403 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #623.

Focus Financial Network first reported a position in AOR in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.63M in Q3 2024. 91 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

Focus Financial Network held 4,403 shares of iShares Core 60/40 Balanced Allocation ETF worth $302K as of Q3 2026.
Focus Financial Network sold 5,579 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $386K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #623 holding.
Focus Financial Network first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2024 and has held it in 10 quarters since.
Focus Financial Network's iShares Core 60/40 Balanced Allocation ETF position peaked at $3.63M in Q3 2024.
91 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.