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

SignatureFD’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	$460K	Buy	6,706 +1,123	+20%	+$77.8K	0.01%	738
2026 Q2	$388K	Buy	5,583 +1,148	+26%	+$78.2K	0.01%	766
2026 Q1	$285K	Buy	4,435 +4,360	+5,813%	+$287K	﹤0.01%	831
2025 Q4	$4.88K	Sell	75 -352	-82%	-$22.8K	﹤0.01%	2701
2025 Q3	$27.5K	Hold	427	–	–	﹤0.01%	1960
2025 Q2	$26.3K	Hold	427	–	–	﹤0.01%	1917
2025 Q1	$24.6K	Hold	427	–	–	﹤0.01%	1952
2024 Q4	$24.5K	Buy	427 +75	+21%	+$4.39K	﹤0.01%	1961
2024 Q3	$20.9K	Hold	352	–	–	﹤0.01%	2021
2024 Q2	$19.9K	Hold	352	–	–	﹤0.01%	1975
2024 Q1	$19.6K	Hold	352	–	–	﹤0.01%	2004
2023 Q4	$18.7K	Hold	352	–	–	﹤0.01%	1958
2023 Q3	$17.4K	Hold	352	–	–	﹤0.01%	1919
2023 Q2	$18.1K	Hold	352	–	–	﹤0.01%	1940
2023 Q1	$17.6K	Hold	352	–	–	﹤0.01%	1937
2022 Q4	$16.6K	Hold	352	–	–	﹤0.01%	1898
2022 Q3	$16K	Hold	352	–	–	﹤0.01%	1842
2022 Q2	$17K	Buy	+352	New	+$17.7K	﹤0.01%	1849
2021 Q3	–	Sell	-16	Closed	-$1K	–	3028
2021 Q2	$1K	Buy	+16	New	+$884	﹤0.01%	2671
2020 Q2	–	Sell	-136	Closed	-$6K	–	2484
2020 Q1	$6K	Buy	+136	New	+$6.24K	﹤0.01%	1610

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

SignatureFD's AOR Position: Q3 2026 in Review

SignatureFD increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 20% in Q3 2026, buying an estimated $77.8K and bringing the position to 6,706 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #738.

SignatureFD first reported a position in AOR in Q1 2020 and has held it in 20 quarters since. 138 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

SignatureFD held 6,706 shares of iShares Core 60/40 Balanced Allocation ETF worth $460K as of Q3 2026.
SignatureFD bought 1,123 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $77.8K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of SignatureFD's portfolio in Q3 2026, its #738 holding.
SignatureFD first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2020 and has held it in 20 quarters since.
138 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.