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McHugh Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

McHugh Group’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 		$1.12M Buy
16,400
+1,400
+9% +$96.9K 0.55% 36
2026
Q2 		$1.04M Buy
+15,000
New +$1.02M 0.53% 37

Other funds holding AOR

Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Consilium Wealth Advisory
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Worth Asset Management
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Lodestar Private Asset Management
Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return
Strategic Family Wealth Counselors
Strategic Family Wealth Counselors Fairfield, New Jersey $429M AUM 8.84% 1-Year Est. Return

McHugh Group's AOR Position: Q3 2026 in Review

McHugh Group increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 9.3% in Q3 2026, buying an estimated $96.9K and bringing the position to 16,400 shares worth $1.12M. The position accounts for 0.55% of the portfolio, ranked #36.

McHugh Group first reported a position in AOR in Q2 2026 and has held it in 2 quarters since. 198 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • McHugh Group held 16,400 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.12M as of Q3 2026.
  • McHugh Group bought 1,400 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $96.9K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.55% of McHugh Group's portfolio in Q3 2026, its #36 holding.
  • McHugh Group first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2026 and has held it in 2 quarters since.
  • 198 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on McHugh Group's 13F filing for Q3 2026, filed 19 Oct 2026.