44. iShares Core 60/40 Balanced Allocation (AOR)
Account$98,288
Return−1.71%
vs S&P 500+2.38%
Worst drop−2.42%
What it does
BlackRock's ready-made fund of its own ETFs, about 62% stocks and 38% bonds (weights as of 23 October 2026, cash left out). Foreign bonds are treated as the US aggregate; the real fund's index rebalances, ours is held fixed.
Account value
iShares Core 60/40 Balanced Allocation (AOR)S&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 396 | $96.55 | $38,234 | 38.90% |
| EEM | 104 | $59.33 | $6,170 | 6.28% |
| EFA | 164 | $101.89 | $16,710 | 17.00% |
| IWM | 3 | $273.67 | $821 | 0.84% |
| SPY | 48 | $735.29 | $35,294 | 35.91% |
| Cash | $1,059 | 1.08% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | AGG | 396 | $95.69 | $37,893 | $18.95 |
| 2026-10-22 | Buy | EFA | 164 | $103.26 | $16,935 | $8.47 |
| 2026-10-22 | Buy | EEM | 104 | $62.05 | $6,453 | $3.23 |
| 2026-10-22 | Buy | SPY | 48 | $766.37 | $36,786 | $18.39 |
| 2026-10-22 | Buy | IWM | 3 | $274.81 | $824 | $1.00 |