High Net Worth Advisory Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
Other funds holding AOR
High Net Worth Advisory Group's AOR Position: Q3 2026 in Review
High Net Worth Advisory Group increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.6% in Q3 2026, buying an estimated $20.1K and bringing the position to 18,190 shares worth $1.25M. The position accounts for 0.26% of the portfolio, ranked #86.
High Net Worth Advisory Group first reported a position in AOR in Q4 2025 and has held it in 4 quarters since. 250 funds tracked by Wall St. Rank hold AOR as of Q3 2026.
- High Net Worth Advisory Group held 18,190 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.25M as of Q3 2026.
- High Net Worth Advisory Group bought 290 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $20.1K.
- iShares Core 60/40 Balanced Allocation ETF made up 0.26% of High Net Worth Advisory Group's portfolio in Q3 2026, its #86 holding.
- High Net Worth Advisory Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and has held it in 4 quarters since.
- 250 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.
Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.