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 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%	-$9.96K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

RDA Financial Network's AOR Position: Q2 2026 in Review

RDA Financial Network reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 2.3% in Q2 2026, selling an estimated $9.19K and leaving 5,835 shares worth $406K. The position accounts for 0.09% of the portfolio, ranked #188.

RDA Financial Network first reported a position in AOR in Q1 2019 and has held it in 27 quarters since. The position peaked at $672K in Q1 2021. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

RDA Financial Network held 5,835 shares of iShares Core 60/40 Balanced Allocation ETF worth $406K as of Q2 2026.
RDA Financial Network sold 135 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $9.19K.
iShares Core 60/40 Balanced Allocation ETF made up 0.09% of RDA Financial Network's portfolio in Q2 2026, its #188 holding.
RDA Financial Network first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2019 and has held it in 27 quarters since.
RDA Financial Network's iShares Core 60/40 Balanced Allocation ETF position peaked at $672K in Q1 2021.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.