ARA
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Approach Retirement Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Approach Retirement 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
Q2 		$348K Buy
5,006
+350
+8% +$23.8K 0.25% 63
2026
Q1 		$300K Buy
4,656
+1
+0% +$66 0.25% 68
2025
Q4 		$303K Buy
+4,655
New +$302K 0.26% 68

Other funds holding AOR

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Approach Retirement Advisors's AOR Position: Q2 2026 in Review

Approach Retirement Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 7.5% in Q2 2026, buying an estimated $23.8K and bringing the position to 5,006 shares worth $348K. The position accounts for 0.25% of the portfolio, ranked #63.

Approach Retirement Advisors first reported a position in AOR in Q4 2025 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Approach Retirement Advisors held 5,006 shares of iShares Core 60/40 Balanced Allocation ETF worth $348K as of Q2 2026.
  • Approach Retirement Advisors bought 350 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $23.8K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.25% of Approach Retirement Advisors's portfolio in Q2 2026, its #63 holding.
  • Approach Retirement Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.