RDA Financial Network’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

RDA Financial Network’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	$352K	Sell	5,135 -700	-12%	-$48.5K	0.08%	186
2026 Q2	$406K	Sell	5,835 -135	-2%	-$9.19K	0.09%	188
2026 Q1	$384K	Hold	5,970	–	–	0.1%	188
2025 Q4	$388K	Buy	5,970 +5	+0.1%	+$324	0.09%	180
2025 Q3	$384K	Hold	5,965	–	–	0.09%	186
2025 Q2	$367K	Hold	5,965	–	–	0.1%	181
2025 Q1	$343K	Sell	5,965 -280	-4%	-$16.3K	0.1%	171
2024 Q4	$358K	Sell	6,245 -170	-3%	-$10K	0.1%	175
2024 Q3	$380K	Sell	6,415 -99	-2%	-$5.68K	0.12%	163
2024 Q2	$367K	Sell	6,514 -249	-4%	-$13.8K	0.12%	158
2024 Q1	$377K	Buy	6,763 +1	+0%	+$54	0.13%	154
2023 Q4	$360K	Buy	6,762 +401	+6%	+$20.2K	0.14%	155
2023 Q3	$314K	Sell	6,361 -99	-2%	-$5.04K	0.14%	157
2023 Q2	$332K	Buy	6,460 +1	+0%	+$50	0.14%	150
2023 Q1	$323K	Sell	6,459 -20	-0.3%	-$984	0.15%	149
2022 Q4	$306K	Buy	+6,479	New	+$305K	0.15%	150
2022 Q1	–	Sell	-3,526	Closed	-$201K	–	230
2021 Q4	$201K	Sell	3,526 -98	-3%	-$5.56K	0.08%	211
2021 Q3	$201K	Buy	3,624 +1	+0%	+$56	0.09%	206
2021 Q2	$203K	Sell	3,623 -8,925	-71%	-$493K	0.09%	206
2021 Q1	$672K	Sell	12,548 -150	-1%	-$7.98K	0.29%	88
2020 Q4	$663K	Buy	12,698 +2	+0%	+$101	0.3%	88
2020 Q3	$615K	Buy	12,696 +1	+0%	+$48	0.28%	92
2020 Q2	$589K	Sell	12,695 -150	-1%	-$6.66K	0.29%	89
2020 Q1	$532K	Hold	12,845	–	–	0.32%	82
2019 Q4	$618K	Buy	12,845 +352	+3%	+$16.5K	0.25%	101
2019 Q3	$589K	Buy	12,493 +402	+3%	+$18.4K	0.25%	101
2019 Q2	$554K	Hold	12,091	–	–	0.25%	100
2019 Q1	$546K	Buy	+12,091	New	+$525K	0.26%	97

Other funds holding AOR

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RDA Financial Network's AOR Position: Q3 2026 in Review

RDA Financial Network reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 12% in Q3 2026, selling an estimated $48.5K and leaving 5,135 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #186.

RDA Financial Network first reported a position in AOR in Q1 2019 and has held it in 28 quarters since. The position peaked at $672K in Q1 2021. 138 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

RDA Financial Network held 5,135 shares of iShares Core 60/40 Balanced Allocation ETF worth $352K as of Q3 2026.
RDA Financial Network sold 700 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $48.5K.
iShares Core 60/40 Balanced Allocation ETF made up 0.08% of RDA Financial Network's portfolio in Q3 2026, its #186 holding.
RDA Financial Network first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2019 and has held it in 28 quarters since.
RDA Financial Network's iShares Core 60/40 Balanced Allocation ETF position peaked at $672K in Q1 2021.
138 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.