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

Lodestone 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 		$10.4K Sell
151
-2
-1% -$138 ﹤0.01% 531
2026
Q2 		$10.6K Buy
153
+1
+0.7% +$68 ﹤0.01% 509
2026
Q1 		$9.8K Sell
152
-3
-2% -$198 ﹤0.01% 520
2025
Q4 		$10.1K Buy
+155
New +$10.1K ﹤0.01% 509

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

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

Lodestone Wealth Management reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.3% in Q3 2026, selling an estimated $138 and leaving 151 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Lodestone Wealth Management first reported a position in AOR in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.6K in Q2 2026. 50 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • Lodestone Wealth Management held 151 shares of iShares Core 60/40 Balanced Allocation ETF worth $10.4K as of Q3 2026.
  • Lodestone Wealth Management sold 2 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $138.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #531 holding.
  • Lodestone 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.
  • Lodestone Wealth Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $10.6K in Q2 2026.
  • 50 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.