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

Sankala 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 		– Sell
-1
Closed -$70 – 508
2026
Q2 		$70 Sell
1
-61
-98% -$4.15K ﹤0.01% 622
2026
Q1 		$3.94K Hold
62
– – ﹤0.01% 448
2025
Q4 		$4.18K Buy
+62
New +$4.02K ﹤0.01% 459

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Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Consilium Wealth Advisory
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Madrid Financial Services
Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sankala Group's AOR Position: Q3 2026 in Review

Sankala Group sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2026, closing a stake of 1 share — an estimated $70 sold.

Sankala Group first reported a position in AOR in Q4 2025 and held it in 3 quarters. The position peaked at $4.18K in Q4 2025. 285 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • Sankala Group reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2026 after selling out during the quarter.
  • Sankala Group sold 1 iShares Core 60/40 Balanced Allocation ETF share in Q3 2026, an estimated $70.
  • Sankala Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and held it in 3 quarters.
  • Sankala Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $4.18K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

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