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Harbor Investment Advisory’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Harbor Investment Advisory’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$147K Sell
1,506
-25
-2% -$2.38K 0.01% 476
2026
Q1 		$136K Sell
1,531
-82
-5% -$7.47K 0.01% 466
2025
Q4 		$144K Buy
1,613
+453
+39% +$40.3K 0.01% 452
2025
Q3 		$102K Buy
1,160
+2
+0.2% +$170 0.01% 493
2025
Q2 		$96.6K Sell
1,158
-76
-6% -$5.94K 0.01% 497
2025
Q1 		$94.4K Buy
1,234
+363
+42% +$28.3K 0.01% 484
2024
Q4 		$66.7K Sell
871
-22
-2% -$1.72K 0.01% 541
2024
Q3 		$70.4K Sell
893
-69
-7% -$5.24K 0.01% 534
2024
Q2 		$72K Buy
962
+30
+3% +$2.19K 0.01% 515
2024
Q1 		$68.5K Buy
932
+50
+6% +$3.53K 0.01% 521
2023
Q4 		$60.9K Buy
882
+100
+13% +$6.52K 0.01% 526
2023
Q3 		$49.6K Sell
782
-3
-0.4% -$197 0.01% 546
2023
Q2 		$52.1K Sell
785
-200
-20% -$12.9K 0.01% 697
2023
Q1 		$62.6K Buy
985
+5
+0.5% +$312 0.01% 641
2022
Q4 		$58.5K Sell
980
-121
-11% -$7.16K 0.01% 656
2022
Q3 		$61K Sell
1,101
-115
-9% -$6.99K 0.01% 616
2022
Q2 		$73K Sell
1,216
-616
-34% -$39.2K 0.01% 580
2022
Q1 		$126K Sell
1,832
-26
-1% -$1.8K 0.02% 475
2021
Q4 		$135K Buy
1,858
+77
+4% +$5.55K 0.02% 456
2021
Q3 		$124K Sell
1,781
-41
-2% -$2.92K 0.02% 471
2021
Q2 		$129K Buy
1,822
+7
+0.4% +$487 0.02% 456
2021
Q1 		$121K Sell
1,815
-61
-3% -$4.03K 0.02% 436
2020
Q4 		$120K Buy
1,876
+36
+2% +$2.2K 0.02% 409
2020
Q3 		$107K Buy
1,840
+227
+14% +$13.1K 0.02% 369
2020
Q2 		$88K Buy
1,613
+270
+20% +$14K 0.02% 366
2020
Q1 		$64K Buy
1,343
+559
+71% +$30.6K 0.02% 369
2019
Q4 		$45K Buy
+784
New +$44.2K 0.01% 427

Other funds holding AOA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Harbor Investment Advisory's AOA Position: Q2 2026 in Review

Harbor Investment Advisory reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.6% in Q2 2026, selling an estimated $2.38K and leaving 1,506 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #476.

Harbor Investment Advisory first reported a position in AOA in Q4 2019 and has held it in 27 quarters since. 277 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Harbor Investment Advisory held 1,506 shares of iShares Core 80/20 Aggressive Allocation ETF worth $147K as of Q2 2026.
  • Harbor Investment Advisory sold 25 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $2.38K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #476 holding.
  • Harbor Investment Advisory first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2019 and has held it in 27 quarters since.
  • 277 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.