GRP
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Global Retirement Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Global Retirement Partners’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 		$1.32M Buy
+19,048
New +$1.3M 0.02% 650
2025
Q4 		$1.04M Sell
15,981
-3,494
-18% -$227K 0.02% 653
2025
Q3 		$1.25M Buy
19,475
+6,619
+51% +$414K 0.03% 482
2025
Q2 		$792K Buy
+12,856
New +$751K 0.02% 566
2024
Q4 		$235K Sell
4,104
-282
-6% -$16.5K 0.01% 885
2024
Q3 		$260K Sell
4,386
-315
-7% -$18.1K 0.01% 822
2024
Q2 		$265K Buy
4,701
+18
+0.4% +$995 0.01% 795
2024
Q1 		$261K Buy
4,683
+4
+0.1% +$216 0.01% 702
2023
Q4 		$246K Buy
4,679
+1,214
+35% +$61.3K 0.01% 679
2023
Q3 		$168K Buy
3,465
+3,112
+882% +$158K 0.01% 736
2023
Q2 		$18.2K Buy
353
+14
+4% +$705 ﹤0.01% 1706
2023
Q1 		$16.9K Buy
339
+128
+61% +$6.3K ﹤0.01% 1709
2022
Q4 		$9.94K Buy
211
+6
+3% +$282 ﹤0.01% 1785
2022
Q3 		$9K Buy
205
+17
+9% +$823 ﹤0.01% 1706
2022
Q2 		$9K Buy
188
+11
+6% +$554 ﹤0.01% 1666
2022
Q1 		$9K Buy
+177
New +$9.64K ﹤0.01% 1646
2021
Q4 		– Sell
-469
Closed -$26K – 324
2021
Q3 		$26K Sell
469
-324
-41% -$18.3K ﹤0.01% 1109
2021
Q2 		$44K Buy
+793
New +$43.8K ﹤0.01% 901
2020
Q1 		– Sell
-275
Closed -$13K – 1573
2019
Q4 		$13K Hold
275
– – ﹤0.01% 1084
2019
Q3 		$13K Hold
275
– – ﹤0.01% 1045
2019
Q2 		$13K Hold
275
– – ﹤0.01% 1032
2019
Q1 		$12K Hold
275
– – ﹤0.01% 996
2018
Q4 		$11K Hold
275
– – ﹤0.01% 929
2018
Q3 		$12K Hold
275
– – ﹤0.01% 978
2018
Q2 		$12K Hold
275
– – ﹤0.01% 941
2018
Q1 		$12K Hold
275
– – ﹤0.01% 897
2017
Q4 		$12K Hold
275
– – ﹤0.01% 838
2017
Q3 		$11K Hold
275
– – ﹤0.01% 788
2017
Q2 		$11K Hold
275
– – 0.01% 753
2017
Q1 		$11K Hold
275
– – 0.01% 712
2016
Q4 		$11K Buy
+275
New +$11.1K 0.01% 656

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
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

Global Retirement Partners's AOR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 19,048 shares worth $1.32M. The stake represents 0.02% of the portfolio and ranks #650 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AOR as recently as Q4 2025.

Global Retirement Partners first reported a position in AOR in Q4 2016 and has held it in 31 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Global Retirement Partners held 19,048 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.32M as of Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #650 holding.
  • Global Retirement Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2016 and has held it in 31 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.