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

Gilpin Wealth Management’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	$197K	Buy	2,869 +103	+4%	+$7.13K	0.13%	133
2026 Q2	$192K	Buy	2,766 +233	+9%	+$15.9K	0.13%	137
2026 Q1	$163K	Sell	2,533 -89	-3%	-$5.87K	0.13%	129
2025 Q4	$170K	Buy	+2,622	New	+$170K	0.14%	127

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

Gilpin Wealth Management's AOR Position: Q3 2026 in Review

Gilpin Wealth Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 3.7% in Q3 2026, buying an estimated $7.13K and bringing the position to 2,869 shares worth $197K. The position accounts for 0.13% of the portfolio, ranked #133.

Gilpin Wealth Management first reported a position in AOR in Q4 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

Gilpin Wealth Management held 2,869 shares of iShares Core 60/40 Balanced Allocation ETF worth $197K as of Q3 2026.
Gilpin Wealth Management bought 103 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $7.13K.
iShares Core 60/40 Balanced Allocation ETF made up 0.13% of Gilpin Wealth Management's portfolio in Q3 2026, its #133 holding.
Gilpin Wealth Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and has held it in 4 quarters since.
50 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.