RRMM
AOR icon

Regatta Research & Money Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Regatta Research & Money Management’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 		$114K Buy
+1,643
New +$112K 0.11% 166

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
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
CWA
Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Regatta Research & Money Management's AOR Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 1,643 shares worth $114K. The stake represents 0.11% of the portfolio and ranks #166 among its holdings.

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

  • Regatta Research & Money Management held 1,643 shares of iShares Core 60/40 Balanced Allocation ETF worth $114K as of Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF was a new Regatta Research & Money Management position in Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.11% of Regatta Research & Money Management's portfolio in Q2 2026, its #166 holding.
  • 364 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.