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

Snider Financial 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
-7,717
Closed -$536K – 103
2026
Q2 		$536K Buy
+7,717
New +$526K 0.14% 72
2022
Q2 		– Sell
-9,858
Closed -$532K – 60
2022
Q1 		$532K Buy
9,858
+5,449
+124% +$297K 0.24% 44
2021
Q4 		$252K Buy
+4,409
New +$250K 0.11% 58

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Raymond James Financial
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
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
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Snider Financial Group's AOR Position: Q3 2026 in Review

Snider Financial Group sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2026, closing a stake of 7,717 shares — an estimated $536K sold.

Snider Financial Group first reported a position in AOR in Q4 2021 and held it in 3 quarters. The position peaked at $536K in Q2 2026. 358 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • Snider Financial Group reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q3 2026 after selling out during the quarter.
  • Snider Financial Group sold 7,717 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $536K.
  • Snider Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and held it in 3 quarters.
  • Snider Financial Group's iShares Core 60/40 Balanced Allocation ETF position peaked at $536K in Q2 2026.
  • 358 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Snider Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.