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 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 $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Retireful LLC's AOR Position: Q1 2026 in Review

Retireful LLC sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026, closing a stake of 5,848 shares — an estimated $382K sold.

Retireful LLC first reported a position in AOR in Q2 2023 and held it in 6 quarters. The position peaked at $2.81M in Q1 2024. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Retireful LLC reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2026 after selling out during the quarter.
Retireful LLC sold 5,848 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $382K.
Retireful LLC first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2023 and held it in 6 quarters.
Retireful LLC's iShares Core 60/40 Balanced Allocation ETF position peaked at $2.81M in Q1 2024.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.