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 Q2	$1.04M	Buy	+15,000	New	+$1.02M	0.53%	37

Other funds holding AOR

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

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

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

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

McHugh Group's AOR Position: Q2 2026 in Review

McHugh Group opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 15,000 shares worth $1.04M. The stake represents 0.53% of the portfolio and ranks #37 among its holdings.

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

McHugh Group held 15,000 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.04M as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new McHugh Group position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.53% of McHugh Group's portfolio in Q2 2026, its #37 holding.
147 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on McHugh Group's 13F filing for Q2 2026, filed 16 Jul 2026.