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

Tobias 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	$233K	Buy	3,357 +16	+0.5%	+$1.09K	0.03%	137
2026 Q1	$215K	Sell	3,341 -199	-6%	-$13.1K	0.03%	133
2025 Q4	$230K	Buy	3,540 +283	+9%	+$18.4K	0.03%	135
2025 Q3	$210K	Buy	+3,257	New	+$204K	0.03%	127
2023 Q2	–	Sell	-4,232	Closed	-$212K	–	97
2023 Q1	$212K	Buy	+4,232	New	+$208K	0.06%	77
2020 Q2	–	Sell	-9,236	Closed	-$382K	–	65
2020 Q1	$382K	Sell	9,236 -7	-0.1%	-$321	0.28%	39
2019 Q4	$442K	Buy	+9,243	New	+$433K	0.28%	39

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

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

Tobias Financial Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.48% in Q2 2026, buying an estimated $1.09K and bringing the position to 3,357 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #137.

Tobias Financial Advisors first reported a position in AOR in Q4 2019 and has held it in 7 quarters since. The position peaked at $442K in Q4 2019. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Tobias Financial Advisors held 3,357 shares of iShares Core 60/40 Balanced Allocation ETF worth $233K as of Q2 2026.
Tobias Financial Advisors bought 16 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.09K.
iShares Core 60/40 Balanced Allocation ETF made up 0.03% of Tobias Financial Advisors's portfolio in Q2 2026, its #137 holding.
Tobias Financial Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 7 quarters since.
Tobias Financial Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $442K in Q4 2019.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.