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 Q3	$351K	Sell	5,124 -4,025	-44%	-$279K	0.3%	72
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

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

Retireful LLC's AOR Position: Q3 2026 in Review

Retireful LLC reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 44% in Q3 2026, selling an estimated $279K and leaving 5,124 shares worth $351K. The position accounts for 0.3% of the portfolio, ranked #72.

Retireful LLC first reported a position in AOR in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.81M in Q1 2024. 138 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

Retireful LLC held 5,124 shares of iShares Core 60/40 Balanced Allocation ETF worth $351K as of Q3 2026.
Retireful LLC sold 4,025 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $279K.
iShares Core 60/40 Balanced Allocation ETF made up 0.3% of Retireful LLC's portfolio in Q3 2026, its #72 holding.
Retireful LLC first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2023 and has held it in 8 quarters since.
Retireful LLC's iShares Core 60/40 Balanced Allocation ETF position peaked at $2.81M in Q1 2024.
138 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Retireful LLC's 13F filing for Q3 2026, filed 9 Oct 2026.