Halbert Hargrove Global Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Halbert Hargrove Global 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	$341K	Sell	4,912 -1,728	-26%	-$118K	0.01%	81
2026 Q1	$427K	Sell	6,640 -706	-10%	-$46.5K	0.02%	67
2025 Q4	$478K	Sell	7,346 -3,503	-32%	-$227K	0.02%	66
2025 Q3	$698K	Sell	10,849 -571	-5%	-$35.7K	0.03%	58
2025 Q2	$703K	Buy	11,420 +9,459	+482%	+$552K	0.04%	50
2025 Q1	$113K	Buy	1,961 +26	+1%	+$1.51K	0.01%	111
2024 Q4	$111K	Buy	+1,935	New	+$113K	0.01%	110
2022 Q4	–	Sell	-1,172,447	Closed	-$52.5M	–	166
2022 Q3	$52.5M	Buy	1,172,447 +47,455	+4%	+$2.3M	4.06%	9
2022 Q2	$54M	Buy	1,124,992 +206,196	+22%	+$10.4M	4%	10
2022 Q1	$49.6M	Buy	+918,796	New	+$50M	3.27%	11

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

Halbert Hargrove Global Advisors's AOR Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 26% in Q2 2026, selling an estimated $118K and leaving 4,912 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #81.

Halbert Hargrove Global Advisors first reported a position in AOR in Q1 2022 and has held it in 10 quarters since. The position peaked at $54M in Q2 2022. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Halbert Hargrove Global Advisors held 4,912 shares of iShares Core 60/40 Balanced Allocation ETF worth $341K as of Q2 2026.
Halbert Hargrove Global Advisors sold 1,728 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $118K.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #81 holding.
Halbert Hargrove Global Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2022 and has held it in 10 quarters since.
Halbert Hargrove Global Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $54M in Q2 2022.
452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.