Ritter Daniher Financial Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Ritter Daniher Financial Advisory’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	$3.96K	Buy	57 +4	+8%	+$272	﹤0.01%	525
2026 Q1	$3.4K	Hold	53	–	–	﹤0.01%	533
2025 Q4	$3.43K	Buy	+53	New	+$3.44K	﹤0.01%	533
2023 Q4	–	Sell	-5	Closed	-$248	–	348
2023 Q3	$248	Hold	5	–	–	﹤0.01%	348
2023 Q2	$258	Sell	5 -25	-83%	-$1.26K	﹤0.01%	321
2023 Q1	$1.5K	Hold	30	–	–	﹤0.01%	267
2022 Q4	$1.42K	Buy	+30	New	+$1.41K	﹤0.01%	257

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

Ritter Daniher Financial Advisory's AOR Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 7.5% in Q2 2026, buying an estimated $272 and bringing the position to 57 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Ritter Daniher Financial Advisory first reported a position in AOR in Q4 2022 and has held it in 7 quarters since. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Ritter Daniher Financial Advisory held 57 shares of iShares Core 60/40 Balanced Allocation ETF worth $3.96K as of Q2 2026.
Ritter Daniher Financial Advisory bought 4 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $272.
iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #525 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2022 and has held it in 7 quarters since.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.