NWF Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

NWF Advisory Services’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	$762K	Buy	+11,115	New	+$770K	0.07%	175

Other funds holding AOR

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWF Advisory Services's AOR Position: Q3 2026 in Review

NWF Advisory Services opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2026: 11,115 shares worth $762K. The stake represents 0.07% of the portfolio and ranks #175 among its holdings.

131 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

NWF Advisory Services held 11,115 shares of iShares Core 60/40 Balanced Allocation ETF worth $762K as of Q3 2026.
iShares Core 60/40 Balanced Allocation ETF was a new NWF Advisory Services position in Q3 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.07% of NWF Advisory Services's portfolio in Q3 2026, its #175 holding.
131 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.