Independent Financial Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Independent Financial Group’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	$880K	Buy	12,841 +294	+2%	+$20.4K	0.02%	734
2026 Q2	$872K	Buy	12,547 +1,041	+9%	+$70.9K	0.02%	750
2026 Q1	$740K	Buy	11,506 +1,575	+16%	+$104K	0.02%	744
2025 Q4	$646K	Hold	9,931	–	–	0.01%	776
2025 Q3	$639K	Buy	+9,931	New	+$621K	0.02%	750

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

Independent Financial Group's AOR Position: Q3 2026 in Review

Independent Financial Group increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 2.3% in Q3 2026, buying an estimated $20.4K and bringing the position to 12,841 shares worth $880K. The position accounts for 0.02% of the portfolio, ranked #734.

Independent Financial Group first reported a position in AOR in Q3 2025 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

Independent Financial Group held 12,841 shares of iShares Core 60/40 Balanced Allocation ETF worth $880K as of Q3 2026.
Independent Financial Group bought 294 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $20.4K.
iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #734 holding.
Independent Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2025 and has held it in 5 quarters since.
50 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.