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Sarver Vrooman Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Sarver Vrooman Wealth Advisors’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 		$2.26K Hold
33
– – ﹤0.01% 129
2026
Q2 		$2.28K Hold
33
– – ﹤0.01% 131
2026
Q1 		$2.12K Hold
33
– – ﹤0.01% 123
2025
Q4 		$2.15K Hold
33
– – ﹤0.01% 122
2025
Q3 		$2.13K Hold
33
– – ﹤0.01% 118
2025
Q2 		$2.03K Hold
33
– – ﹤0.01% 115
2025
Q1 		$1.9K Buy
+33
New +$1.92K ﹤0.01% 114

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
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's AOR Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q3 2026 at 33 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #129.

Sarver Vrooman Wealth Advisors first reported a position in AOR in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.28K in Q2 2026. 6 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • Sarver Vrooman Wealth Advisors held 33 shares of iShares Core 60/40 Balanced Allocation ETF worth $2.26K as of Q3 2026.
  • Sarver Vrooman Wealth Advisors 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 Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #129 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2025 and has held it in 7 quarters since.
  • Sarver Vrooman Wealth Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $2.28K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.