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 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

Other funds holding AOR

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Snider Financial Group's AOR Position: Q2 2026 in Review

Snider Financial Group opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 7,717 shares worth $536K. The stake represents 0.14% of the portfolio and ranks #72 among its holdings. This is a return to the name: Snider Financial Group previously reported a position in AOR as recently as Q1 2022.

Snider Financial Group first reported a position in AOR in Q4 2021 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Snider Financial Group held 7,717 shares of iShares Core 60/40 Balanced Allocation ETF worth $536K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Snider Financial Group position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.14% of Snider Financial Group's portfolio in Q2 2026, its #72 holding.
Snider Financial Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and has held it in 3 quarters since.
86 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.