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

TRUE Private 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	$9.6M	Buy	139,822 +17,212	+14%	+$1.19M	0.81%	28
2026 Q2	$8.52M	Sell	122,610 -750	-0.6%	-$51.1K	0.74%	29
2026 Q1	$7.94M	Sell	123,360 -1,538	-1%	-$101K	0.76%	26
2025 Q4	$8.12M	Buy	124,898 +3,049	+3%	+$198K	0.81%	26
2025 Q3	$7.84M	Buy	121,849 +4,600	+4%	+$288K	0.8%	26
2025 Q2	$7.22M	Buy	117,249 +1,536	+1%	+$89.7K	0.81%	24
2025 Q1	$6.66M	Buy	115,713 +1,262	+1%	+$73.5K	0.81%	25
2024 Q4	$6.56M	Buy	114,451 +1,767	+2%	+$103K	0.8%	22
2024 Q3	$6.68M	Buy	112,684 +1,396	+1%	+$80K	0.8%	24
2024 Q2	$6.27M	Sell	111,288 -1,590	-1%	-$87.9K	0.71%	24
2024 Q1	$6.28M	Buy	112,878 +2,496	+2%	+$135K	0.72%	25
2023 Q4	$5.87M	Buy	110,382 +11,300	+11%	+$570K	0.74%	24
2023 Q3	$4.9M	Buy	99,082 +759	+0.8%	+$38.6K	0.68%	28
2023 Q2	$5.06M	Buy	98,323 +6,723	+7%	+$338K	0.75%	23
2023 Q1	$4.58M	Sell	91,600 -15,953	-15%	-$785K	0.68%	27
2022 Q4	$5.07M	Buy	107,553 +2,413	+2%	+$114K	0.78%	19
2022 Q3	$4.71M	Sell	105,140 -3,756	-3%	-$182K	0.71%	17
2022 Q2	$5.23M	Buy	108,896 +8,140	+8%	+$410K	0.76%	17
2022 Q1	$5.2M	Buy	100,756 +57,549	+133%	+$3.13M	0.73%	18
2021 Q4	$2.47M	Buy	43,207 +10,759	+33%	+$610K	0.35%	54
2021 Q3	$1.8M	Buy	32,448 +2,468	+8%	+$139K	0.26%	63
2021 Q2	$1.68M	Sell	29,980 -324	-1%	-$17.9K	0.25%	67
2021 Q1	$1.62M	Sell	30,304 -1,147	-4%	-$61K	0.26%	61
2020 Q4	$1.64M	Sell	31,451 -5,382	-15%	-$271K	0.28%	58
2020 Q3	$1.78M	Sell	36,833 -887	-2%	-$42.8K	0.3%	57
2020 Q2	$1.75M	Buy	37,720 +12,145	+47%	+$540K	0.32%	57
2020 Q1	$1.06M	Buy	25,575 +20,840	+440%	+$957K	0.23%	62
2019 Q4	$226K	Sell	4,735 -508	-10%	-$23.8K	0.03%	199
2019 Q3	$241K	Buy	5,243 +1,028	+24%	+$46.9K	0.04%	179
2019 Q2	$193K	Buy	+4,215	New	+$190K	0.03%	196

Other funds holding AOR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Madrid Financial Services Manhattan Beach, California $181M AUM 18.12% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TRUE Private Wealth Advisors's AOR Position: Q3 2026 in Review

TRUE Private Wealth Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 14% in Q3 2026, buying an estimated $1.19M and bringing the position to 139,822 shares worth $9.6M. The position accounts for 0.81% of the portfolio, ranked #28.

TRUE Private Wealth Advisors first reported a position in AOR in Q2 2019 and has held it in 30 quarters since. 310 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

TRUE Private Wealth Advisors held 139,822 shares of iShares Core 60/40 Balanced Allocation ETF worth $9.6M as of Q3 2026.
TRUE Private Wealth Advisors bought 17,212 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $1.19M.
iShares Core 60/40 Balanced Allocation ETF made up 0.81% of TRUE Private Wealth Advisors's portfolio in Q3 2026, its #28 holding.
TRUE Private Wealth Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2019 and has held it in 30 quarters since.
310 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.