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
2025 Q3	$698K	Sell
2025 Q2	$703K	Buy
2025 Q1	$113K	Buy
2024 Q4	$111K	Buy
2022 Q4	–	Sell
2022 Q3	$52.5M	Buy
2022 Q2	$54M	Buy
2022 Q1	$49.6M	Buy