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MTCO Ltd’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

MTCO Ltd’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 		$443K Hold
6,470
– – 0.29% 6
2026
Q2 		$450K Buy
+6,470
New +$441K 0.17% 4

Other funds holding AOR

WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MTCO Ltd's AOR Position: Q3 2026 in Review

MTCO Ltd held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q3 2026 at 6,470 shares worth $443K. The position accounts for 0.29% of the portfolio, ranked #6.

MTCO Ltd first reported a position in AOR in Q2 2026 and has held it in 2 quarters since. The position peaked at $450K in Q2 2026. 22 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • MTCO Ltd held 6,470 shares of iShares Core 60/40 Balanced Allocation ETF worth $443K as of Q3 2026.
  • MTCO Ltd left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q3 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.29% of MTCO Ltd's portfolio in Q3 2026, its #6 holding.
  • MTCO Ltd first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2026 and has held it in 2 quarters since.
  • MTCO Ltd's iShares Core 60/40 Balanced Allocation ETF position peaked at $450K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on MTCO Ltd's 13F filing for Q3 2026, filed 8 Oct 2026.