Action Point Financial Planning’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Action Point Financial Planning’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	$13.2K	Buy	+190	New	+$12.9K	﹤0.01%	1329

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CWA

Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

Action Point Financial Planning's AOR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 190 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #1329 among its holdings.

452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Action Point Financial Planning held 190 shares of iShares Core 60/40 Balanced Allocation ETF worth $13.2K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1329 holding.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.