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

Paladin Advisory 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	$10.1K	Hold	148	–	–	0.01%	209
2026 Q2	$10.3K	Buy	148 +7	+5%	+$477	0.01%	208
2026 Q1	$9.07K	Buy	141 +1	+0.7%	+$66	0.01%	206
2025 Q4	$9.1K	Buy	140 +1	+0.7%	+$65	0.01%	208
2025 Q3	$8.95K	Hold	139	–	–	0.01%	202
2025 Q2	$8.56K	Hold	139	–	–	0.01%	202
2025 Q1	$8K	Hold	139	–	–	0.01%	204
2024 Q4	$7.97K	Buy	139 +1	+0.7%	+$59	0.01%	208
2024 Q3	$8.18K	Buy	+138	New	+$7.91K	0.01%	205
2022 Q2	–	Sell	-17	Closed	-$856	–	298
2022 Q1	$0	Buy	+17	New	+$926	﹤0.01%	295

Other funds holding AOR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

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

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

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

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Paladin Advisory Group's AOR Position: Q3 2026 in Review

Paladin Advisory Group held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q3 2026 at 148 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #209.

Paladin Advisory Group first reported a position in AOR in Q1 2022 and has held it in 10 quarters since. The position peaked at $10.3K in Q2 2026. 304 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

Paladin Advisory Group held 148 shares of iShares Core 60/40 Balanced Allocation ETF worth $10.1K as of Q3 2026.
Paladin Advisory Group left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q3 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Paladin Advisory Group's portfolio in Q3 2026, its #209 holding.
Paladin Advisory Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2022 and has held it in 10 quarters since.
Paladin Advisory Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $10.3K in Q2 2026.
304 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.