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

RTD Financial Advisors’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	$1.83M	Buy	26,320 +295	+1%	+$20.1K	0.2%	63
2026 Q1	$1.67M	Buy	26,025 +1,382	+6%	+$91.1K	0.21%	60
2025 Q4	$1.6M	Sell	24,643 -2,201	-8%	-$143K	0.2%	56
2025 Q3	$1.73M	Buy	26,844 +611	+2%	+$38.2K	0.21%	56
2025 Q2	$1.62M	Sell	26,233 -3,051	-10%	-$178K	0.21%	56
2025 Q1	$1.69M	Buy	29,284 +1,894	+7%	+$110K	0.23%	54
2024 Q4	$1.57M	Sell	27,390 -118	-0.4%	-$6.91K	0.2%	53
2024 Q3	$1.63M	Buy	27,508 +218	+0.8%	+$12.5K	0.21%	54
2024 Q2	$1.54M	Sell	27,290 -1,875	-6%	-$104K	0.21%	55
2024 Q1	$1.62M	Buy	29,165 +2,487	+9%	+$134K	0.22%	54
2023 Q4	$1.42M	Sell	26,678 -23,999	-47%	-$1.21M	0.2%	56
2023 Q3	$2.5M	Buy	50,677 +3,582	+8%	+$182K	0.38%	46
2023 Q2	$2.42M	Buy	47,095 +21,498	+84%	+$1.08M	0.35%	46
2023 Q1	$1.28M	Buy	25,597 +1,316	+5%	+$64.7K	0.2%	53
2022 Q4	$1.15M	Sell	24,281 -35,261	-59%	-$1.66M	0.19%	55
2022 Q3	$2.67M	Buy	59,542 +8,148	+16%	+$395K	0.49%	41
2022 Q2	$2.47M	Sell	51,394 -3,791	-7%	-$191K	0.38%	47
2022 Q1	$2.98M	Buy	55,185 +3,247	+6%	+$177K	0.4%	44
2021 Q4	$2.96M	Buy	+51,938	New	+$2.95M	0.39%	45

Other funds holding AOR

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

RTD Financial Advisors's AOR Position: Q2 2026 in Review

RTD Financial Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.1% in Q2 2026, buying an estimated $20.1K and bringing the position to 26,320 shares worth $1.83M. The position accounts for 0.2% of the portfolio, ranked #63.

RTD Financial Advisors first reported a position in AOR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.98M in Q1 2022. 211 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

RTD Financial Advisors held 26,320 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.83M as of Q2 2026.
RTD Financial Advisors bought 295 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $20.1K.
iShares Core 60/40 Balanced Allocation ETF made up 0.2% of RTD Financial Advisors's portfolio in Q2 2026, its #63 holding.
RTD Financial Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2021 and has held it in 19 quarters since.
RTD Financial Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $2.98M in Q1 2022.
211 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.