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

Vima 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	$105K	Buy	+1,517	New	+$103K	0.1%	113

Other funds holding AOR

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

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

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

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

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Cambridge Investment Research Advisors

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

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

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

Vima LLC's AOR Position: Q2 2026 in Review

Vima LLC opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 1,517 shares worth $105K. The stake represents 0.1% of the portfolio and ranks #113 among its holdings.

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

Vima LLC held 1,517 shares of iShares Core 60/40 Balanced Allocation ETF worth $105K as of Q2 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Vima LLC position in Q2 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.1% of Vima LLC's portfolio in Q2 2026, its #113 holding.
222 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.