PCS
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Private Client Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Private Client 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 		$277K Buy
4,048
+104
+3% +$7.2K 0.07% 184
2026
Q2 		$274K Buy
3,944
+181
+5% +$12.3K 0.07% 188
2026
Q1 		$242K Buy
+3,763
New +$248K 0.07% 183

Other funds holding AOR

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Private Client Services's AOR Position: Q3 2026 in Review

Private Client Services increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 2.6% in Q3 2026, buying an estimated $7.2K and bringing the position to 4,048 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #184.

Private Client Services first reported a position in AOR in Q1 2026 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • Private Client Services held 4,048 shares of iShares Core 60/40 Balanced Allocation ETF worth $277K as of Q3 2026.
  • Private Client Services bought 104 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $7.2K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.07% of Private Client Services's portfolio in Q3 2026, its #184 holding.
  • Private Client Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2026 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.