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R2 Capital Strategies, LLC’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

R2 Capital Strategies, 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 		$1.29M Buy
+18,568
New +$1.26M 0.58% 46

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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

R2 Capital Strategies, LLC's AOR Position: Q2 2026 in Review

R2 Capital Strategies, LLC opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2026: 18,568 shares worth $1.29M. The stake represents 0.58% of the portfolio and ranks #46 among its holdings.

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

  • R2 Capital Strategies, LLC held 18,568 shares of iShares Core 60/40 Balanced Allocation ETF worth $1.29M as of Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF was a new R2 Capital Strategies, LLC position in Q2 2026.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.58% of R2 Capital Strategies, LLC's portfolio in Q2 2026, its #46 holding.
  • 147 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on R2 Capital Strategies, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.