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

Heritage Wealth Architects’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	$1.19M	Sell	17,366 -2,806	-14%	-$194K	0.48%	26
2026 Q2	$1.38M	Sell	20,172 -3,337	-14%	-$227K	0.55%	26
2026 Q1	$1.59M	Sell	23,509 -5,228	-18%	-$345K	0.67%	24
2025 Q4	$1.9M	Buy	28,737 +19,470	+210%	+$1.26M	0.89%	18
2025 Q3	$597K	Buy	+9,267	New	+$580K	0.37%	35

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

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

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

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Heritage Wealth Architects's AOR Position: Q3 2026 in Review

Heritage Wealth Architects reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 14% in Q3 2026, selling an estimated $194K and leaving 17,366 shares worth $1.19M. The position accounts for 0.48% of the portfolio, ranked #26.

Heritage Wealth Architects first reported a position in AOR in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.9M in Q4 2025. 138 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

Heritage Wealth Architects held 17,366 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.19M as of Q3 2026.
Heritage Wealth Architects sold 2,806 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $194K.
iShares Core 60/40 Balanced Allocation ETF made up 0.48% of Heritage Wealth Architects's portfolio in Q3 2026, its #26 holding.
Heritage Wealth Architects first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2025 and has held it in 5 quarters since.
Heritage Wealth Architects's iShares Core 60/40 Balanced Allocation ETF position peaked at $1.9M in Q4 2025.
138 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.