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Robinswood Financial’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Robinswood Financial’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 		$4.24K Buy
+61
New +$4.15K ﹤0.01% 349

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $189M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Robinswood Financial's AOR Position: Q2 2026 in Review

Robinswood Financial opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 61 shares worth $4.24K. The stake represents ﹤0.01% of the portfolio and ranks #349 among its holdings.

295 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Robinswood Financial held 61 shares of iShares Core 60/40 Balanced Allocation ETF worth $4.24K as of Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF was a new Robinswood Financial position in Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Robinswood Financial's portfolio in Q2 2026, its #349 holding.
  • 295 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.