OGF
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Orin Green Financial’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Orin Green Financial’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 		$563K Buy
8,107
+8
+0.1% +$545 0.21% 55
2026
Q1 		$521K Buy
8,099
+115
+1% +$7.58K 0.21% 54
2025
Q4 		$519K Buy
7,984
+13
+0.2% +$844 0.21% 53
2025
Q3 		$513K Sell
7,971
-111
-1% -$6.94K 0.21% 54
2025
Q2 		$498K Sell
8,082
-148
-2% -$8.64K 0.21% 56
2025
Q1 		$454K Buy
+8,230
New +$479K 0.21% 54
2024
Q4 		– Sell
-7,502
Closed -$439K – 57
2024
Q3 		$444K Buy
7,502
+81
+1% +$4.64K 0.19% 56
2024
Q2 		$418K Buy
+7,421
New +$410K 0.19% 54
2024
Q1 		– Sell
-8,100
Closed -$437K – 51
2023
Q4 		$431K Buy
8,100
+861
+12% +$43.5K 0.21% 52
2023
Q3 		$358K Buy
7,239
+54
+0.8% +$2.75K 0.2% 54
2023
Q2 		$370K Buy
7,185
+278
+4% +$14K 0.19% 50
2023
Q1 		$346K Buy
6,907
+206
+3% +$10.1K 0.19% 51
2022
Q4 		$316K Buy
6,701
+10
+0.1% +$471 0.19% 51
2022
Q3 		$298K Sell
6,691
-37
-0.5% -$1.79K 0.19% 52
2022
Q2 		$321K Buy
6,728
+27
+0.4% +$1.36K 0.2% 53
2022
Q1 		$362K Buy
6,701
+616
+10% +$33.5K 0.24% 49
2021
Q4 		$334K Buy
6,085
+4
+0.1% +$227 0.24% 44
2021
Q3 		$337K Buy
6,081
+2
+0% +$113 0.24% 50
2021
Q2 		$340K Buy
6,079
+219
+4% +$12.1K 0.24% 49
2021
Q1 		$314K Sell
5,860
-574
-9% -$30.5K 0.26% 48
2020
Q4 		$336K Buy
+6,434
New +$324K 0.27% 47

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $337M AUM 37.76% 1-Year Est. Return

Orin Green Financial's AOR Position: Q2 2026 in Review

Orin Green Financial increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.1% in Q2 2026, buying an estimated $545 and bringing the position to 8,107 shares worth $563K. The position accounts for 0.21% of the portfolio, ranked #55.

Orin Green Financial first reported a position in AOR in Q4 2020 and has held it in 21 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Orin Green Financial held 8,107 shares of iShares Core 60/40 Balanced Allocation ETF worth $563K as of Q2 2026.
  • Orin Green Financial bought 8 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $545.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.21% of Orin Green Financial's portfolio in Q2 2026, its #55 holding.
  • Orin Green Financial first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2020 and has held it in 21 quarters since.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.