Wealth Enhancement Advisory Services
AOR icon

Wealth Enhancement Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.95M Sell
72,228
-160
-0.2% -$11.1K 0.01% 1094
2026
Q2 		$5M Buy
72,388
+13,913
+24% +$948K 0.01% 1005
2026
Q1 		$3.77M Sell
58,475
-21,614
-27% -$1.42M 0.01% 1044
2025
Q4 		$5.27M Sell
80,089
-893
-1% -$57.9K 0.01% 987
2025
Q3 		$5.21M Sell
80,982
-996
-1% -$62.3K 0.01% 926
2025
Q2 		$5.04M Sell
81,978
-51,036
-38% -$2.98M 0.01% 896
2025
Q1 		$7.66M Sell
133,014
-909
-0.7% -$52.9K 0.01% 676
2024
Q4 		$7.68M Buy
133,923
+59,556
+80% +$3.49M 0.01% 643
2024
Q3 		$4.41M Sell
74,367
-2,292
-3% -$131K 0.01% 771
2024
Q2 		$4.32M Buy
76,659
+169
+0.2% +$9.34K 0.01% 725
2024
Q1 		$4.26M Buy
76,490
+1,575
+2% +$84.9K 0.01% 709
2023
Q4 		$3.98M Buy
74,915
+534
+0.7% +$27K 0.01% 669
2023
Q3 		$3.68M Buy
+74,381
New +$3.79M 0.01% 660

Other funds holding AOR

CWA
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Wealth Enhancement Advisory Services's AOR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.22% in Q3 2026, selling an estimated $11.1K and leaving 72,228 shares worth $4.95M. The position accounts for 0.01% of the portfolio, ranked #1094.

Wealth Enhancement Advisory Services first reported a position in AOR in Q3 2023 and has held it in 13 quarters since. The position peaked at $7.68M in Q4 2024. 50 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 72,228 shares of iShares Core 60/40 Balanced Allocation ETF worth $4.95M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 160 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $11.1K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1094 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's iShares Core 60/40 Balanced Allocation ETF position peaked at $7.68M in Q4 2024.
  • 50 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.