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McIlrath & Eck’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

McIlrath & Eck’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
Q1 		$6.65K Buy
+103
New +$6.79K ﹤0.01% 1152
2025
Q4 		– Sell
-451
Closed -$29K – 981
2025
Q3 		$29K Buy
451
+114
+34% +$7.13K ﹤0.01% 427
2025
Q2 		$20.8K Buy
337
+102
+43% +$5.96K ﹤0.01% 472
2025
Q1 		$13.5K Sell
235
-60
-20% -$3.49K ﹤0.01% 558
2024
Q4 		$16.9K Buy
295
+105
+55% +$6.15K ﹤0.01% 516
2024
Q3 		$11.3K Buy
190
+82
+76% +$4.7K ﹤0.01% 606
2024
Q2 		$6.06K Buy
108
+8
+8% +$442 ﹤0.01% 686
2024
Q1 		$5.58K Buy
100
+77
+335% +$4.15K ﹤0.01% 701
2023
Q4 		$1.24K Sell
23
-16
-41% -$808 ﹤0.01% 835
2023
Q3 		$1.93K Sell
39
-8
-17% -$407 ﹤0.01% 772
2023
Q2 		$2.42K Buy
47
+38
+422% +$1.91K ﹤0.01% 770
2023
Q1 		$450 Buy
+9
New +$443 ﹤0.01% 887
2021
Q3 		– Sell
-250
Closed -$14K – 797
2021
Q2 		$14K Buy
+250
New +$13.8K ﹤0.01% 458

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 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 $293M AUM 26.81% 1-Year Est. Return

McIlrath & Eck's AOR Position: Q1 2026 in Review

McIlrath & Eck opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026: 103 shares worth $6.65K. The stake represents ﹤0.01% of the portfolio and ranks #1152 among its holdings. This is a return to the name: McIlrath & Eck previously reported a position in AOR as recently as Q3 2025.

McIlrath & Eck first reported a position in AOR in Q2 2021 and has held it in 13 quarters since. The position peaked at $29K in Q3 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • McIlrath & Eck held 103 shares of iShares Core 60/40 Balanced Allocation ETF worth $6.65K as of Q1 2026.
  • iShares Core 60/40 Balanced Allocation ETF was a new McIlrath & Eck position in Q1 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1152 holding.
  • McIlrath & Eck first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2021 and has held it in 13 quarters since.
  • McIlrath & Eck's iShares Core 60/40 Balanced Allocation ETF position peaked at $29K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.