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

Krilogy Financial’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 		$207K Buy
3,007
+28
+0.9% +$1.94K 0.01% 1016
2026
Q2 		$207K Buy
+2,979
New +$203K 0.01% 959

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
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
HG
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

Krilogy Financial's AOR Position: Q3 2026 in Review

Krilogy Financial increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.94% in Q3 2026, buying an estimated $1.94K and bringing the position to 3,007 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #1016.

Krilogy Financial first reported a position in AOR in Q2 2026 and has held it in 2 quarters since. The position peaked at $207K in Q2 2026. 50 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • Krilogy Financial held 3,007 shares of iShares Core 60/40 Balanced Allocation ETF worth $207K as of Q3 2026.
  • Krilogy Financial bought 28 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $1.94K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #1016 holding.
  • Krilogy Financial first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2026 and has held it in 2 quarters since.
  • Krilogy Financial's iShares Core 60/40 Balanced Allocation ETF position peaked at $207K in Q2 2026.
  • 50 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

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