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 Q3	$336K	Sell	4,898 -14	-0.3%	-$969	0.01%	83
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

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

Halbert Hargrove Global Advisors's AOR Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.29% in Q3 2026, selling an estimated $969 and leaving 4,898 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #83.

Halbert Hargrove Global Advisors first reported a position in AOR in Q1 2022 and has held it in 11 quarters since. The position peaked at $54M in Q2 2022. 113 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

Halbert Hargrove Global Advisors held 4,898 shares of iShares Core 60/40 Balanced Allocation ETF worth $336K as of Q3 2026.
Halbert Hargrove Global Advisors sold 14 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $969.
iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #83 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 11 quarters since.
Halbert Hargrove Global Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $54M in Q2 2022.
113 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.