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 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 $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Halbert Hargrove Global Advisors's AOR Position: Q1 2026 in Review

Halbert Hargrove Global Advisors reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 9.6% in Q1 2026, selling an estimated $46.5K and leaving 6,640 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #67.

Halbert Hargrove Global Advisors first reported a position in AOR in Q1 2022 and has held it in 9 quarters since. The position peaked at $54M in Q2 2022. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

Halbert Hargrove Global Advisors held 6,640 shares of iShares Core 60/40 Balanced Allocation ETF worth $427K as of Q1 2026.
Halbert Hargrove Global Advisors sold 706 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $46.5K.
iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #67 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 9 quarters since.
Halbert Hargrove Global Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $54M in Q2 2022.
407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.