Mullooly Asset Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
Other funds holding AOR
Mullooly Asset Management's AOR Position: Q3 2026 in Review
Mullooly Asset Management held its iShares Core 60/40 Balanced Allocation ETF (AOR) position steady in Q3 2026 at 3,261 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #53.
Mullooly Asset Management first reported a position in AOR in Q3 2025 and has held it in 5 quarters since. The position peaked at $227K in Q2 2026. 404 funds tracked by Wall St. Rank hold AOR as of Q3 2026.
- Mullooly Asset Management held 3,261 shares of iShares Core 60/40 Balanced Allocation ETF worth $224K as of Q3 2026.
- Mullooly Asset Management left its iShares Core 60/40 Balanced Allocation ETF share count unchanged in Q3 2026.
- iShares Core 60/40 Balanced Allocation ETF made up 0.07% of Mullooly Asset Management's portfolio in Q3 2026, its #53 holding.
- Mullooly Asset Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q3 2025 and has held it in 5 quarters since.
- Mullooly Asset Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $227K in Q2 2026.
- 404 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.
Based on Mullooly Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.