Retireful LLC’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Retireful LLC’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	$636K	Buy	+9,149	New	+$623K	0.59%	44
2026 Q1	–	Sell	-5,848	Closed	-$382K	–	90
2025 Q4	$382K	Buy	+5,848	New	+$379K	0.48%	62
2025 Q3	–	Sell	-25,402	Closed	-$1.56M	–	98
2025 Q2	$1.56M	Sell	25,402 -3,053	-11%	-$178K	1.08%	20
2025 Q1	$1.64M	Buy	+28,455	New	+$1.66M	1.55%	17
2024 Q3	–	Sell	-30,905	Closed	-$1.74M	–	70
2024 Q2	$1.74M	Sell	30,905 -19,588	-39%	-$1.08M	0.82%	57
2024 Q1	$2.81M	Buy	+50,493	New	+$2.72M	1.17%	25
2023 Q3	–	Sell	-47,222	Closed	-$2.43M	–	78
2023 Q2	$2.43M	Buy	+47,222	New	+$2.38M	0.92%	21

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

Retireful LLC's AOR Position: Q2 2026 in Review

Retireful LLC opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 9,149 shares worth $636K. The stake represents 0.59% of the portfolio and ranks #44 among its holdings. This is a return to the name: Retireful LLC previously reported a position in AOR as recently as Q4 2025.

Retireful LLC first reported a position in AOR in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.81M in Q1 2024. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Retireful LLC held 9,149 shares of iShares Core 60/40 Balanced Allocation ETF worth $636K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Retireful LLC position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.59% of Retireful LLC's portfolio in Q2 2026, its #44 holding.
Retireful LLC first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2023 and has held it in 7 quarters since.
Retireful LLC's iShares Core 60/40 Balanced Allocation ETF position peaked at $2.81M in Q1 2024.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.