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

Rothschild Investment 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	$394K	Buy	5,675 +1,000	+21%	+$68.1K	0.01%	682
2026 Q1	$301K	Buy	4,675 +375	+9%	+$24.7K	0.02%	548
2025 Q4	$280K	Hold	4,300	–	–	0.02%	514
2025 Q3	$277K	Hold	4,300	–	–	0.02%	502
2025 Q2	$265K	Hold	4,300	–	–	0.02%	448
2025 Q1	$248K	Hold	4,300	–	–	0.02%	456
2024 Q4	$246K	Hold	4,300	–	–	0.02%	457
2024 Q3	$255K	Hold	4,300	–	–	0.02%	459
2024 Q2	$242K	Hold	4,300	–	–	0.02%	454
2024 Q1	$239K	Hold	4,300	–	–	0.02%	437
2023 Q4	$229K	Sell	4,300 -700	-14%	-$35.3K	0.02%	390
2023 Q3	$247K	Hold	5,000	–	–	0.02%	411
2023 Q2	$257K	Hold	5,000	–	–	0.02%	424
2023 Q1	$250K	Hold	5,000	–	–	0.02%	413
2022 Q4	$236K	Hold	5,000	–	–	0.02%	411
2022 Q3	$224K	Hold	5,000	–	–	0.02%	414
2022 Q2	$240K	Hold	5,000	–	–	0.02%	404
2022 Q1	$270K	Hold	5,000	–	–	0.02%	410
2021 Q4	$285K	Hold	5,000	–	–	0.02%	406
2021 Q3	$277K	Hold	5,000	–	–	0.02%	404
2021 Q2	$280K	Hold	5,000	–	–	0.02%	408
2021 Q1	$268K	Hold	5,000	–	–	0.02%	403
2020 Q4	$261K	Hold	5,000	–	–	0.03%	380
2020 Q3	$242K	Hold	5,000	–	–	0.03%	364
2020 Q2	$232K	Hold	5,000	–	–	0.03%	357
2020 Q1	$207K	Buy	+5,000	New	+$230K	0.03%	367

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

Rothschild Investment LLC's AOR Position: Q2 2026 in Review

Rothschild Investment LLC increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 21% in Q2 2026, buying an estimated $68.1K and bringing the position to 5,675 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #682.

Rothschild Investment LLC first reported a position in AOR in Q1 2020 and has held it in 26 quarters since. 453 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Rothschild Investment LLC held 5,675 shares of iShares Core 60/40 Balanced Allocation ETF worth $394K as of Q2 2026.
Rothschild Investment LLC bought 1,000 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $68.1K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #682 holding.
Rothschild Investment LLC first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2020 and has held it in 26 quarters since.
453 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.