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

Mather 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 		$89.4K Sell
1,305
-4,917
-79% -$340K ﹤0.01% 982
2026
Q2 		$432K Sell
6,222
-898
-13% -$61.2K ﹤0.01% 575
2026
Q1 		$458K Buy
+7,120
New +$469K ﹤0.01% 517

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

Mather Group's AOR Position: Q3 2026 in Review

Mather Group reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 79% in Q3 2026, selling an estimated $340K and leaving 1,305 shares worth $89.4K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Mather Group first reported a position in AOR in Q1 2026 and has held it in 3 quarters since. The position peaked at $458K in Q1 2026. 50 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • Mather Group held 1,305 shares of iShares Core 60/40 Balanced Allocation ETF worth $89.4K as of Q3 2026.
  • Mather Group sold 4,917 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $340K.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #982 holding.
  • Mather Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $458K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.