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Harbor Investment Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Harbor Investment Advisory’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.4K Buy
1,512
+22
+1% +$1.08K 0.01% 643
2026
Q1 		$70.6K Buy
1,490
+37
+3% +$1.78K 0.01% 569
2025
Q4 		$69.4K Sell
1,453
-62
-4% -$2.96K 0.01% 589
2025
Q3 		$72.1K Buy
1,515
+28
+2% +$1.3K 0.01% 567
2025
Q2 		$68.5K Buy
1,487
+25
+2% +$1.1K 0.01% 571
2025
Q1 		$64.2K Sell
1,462
-131
-8% -$5.77K 0.01% 553
2024
Q4 		$69.2K Sell
1,593
-72
-4% -$3.19K 0.01% 529
2024
Q3 		$75.1K Sell
1,665
-45
-3% -$1.97K 0.01% 519
2024
Q2 		$73.5K Buy
1,710
+5
+0.3% +$212 0.01% 512
2024
Q1 		$72.9K Sell
1,705
-29
-2% -$1.21K 0.01% 509
2023
Q4 		$72K Sell
1,734
-88
-5% -$3.49K 0.01% 489
2023
Q3 		$70.9K Buy
1,822
+25
+1% +$999 0.01% 469
2023
Q2 		$72.6K Buy
1,797
+31
+2% +$1.24K 0.01% 592
2023
Q1 		$70.4K Buy
1,766
+39
+2% +$1.53K 0.01% 604
2022
Q4 		$65.6K Buy
1,727
+92
+6% +$3.49K 0.01% 610
2022
Q3 		$60K Buy
1,635
+27
+2% +$1.06K 0.01% 624
2022
Q2 		$63K Hold
1,608
– – 0.01% 627
2022
Q1 		$69K Buy
1,608
+25
+2% +$1.09K 0.01% 646
2021
Q4 		$72K Buy
1,583
+26
+2% +$1.18K 0.01% 632
2021
Q3 		$70K Buy
1,557
+28
+2% +$1.27K 0.01% 622
2021
Q2 		$69K Buy
1,529
+14
+0.9% +$624 0.01% 608
2021
Q1 		$66K Buy
1,515
+898
+146% +$39.1K 0.01% 597
2020
Q4 		$27K Buy
617
+24
+4% +$1.01K ﹤0.01% 770
2020
Q3 		$24K Buy
593
+27
+5% +$1.11K ﹤0.01% 686
2020
Q2 		$23K Buy
566
+78
+16% +$3.01K ﹤0.01% 597
2020
Q1 		$18K Buy
488
+7
+1% +$274 ﹤0.01% 595
2019
Q4 		$19K Buy
+481
New +$19.1K ﹤0.01% 548

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Harbor Investment Advisory increased its iShares Core Moderate Allocation ETF (AOM) stake by 1.5% in Q2 2026, buying an estimated $1.08K and bringing the position to 1,512 shares worth $75.4K. The position accounts for 0.01% of the portfolio, ranked #643.

Harbor Investment Advisory first reported a position in AOM in Q4 2019 and has held it in 27 quarters since. 193 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Harbor Investment Advisory held 1,512 shares of iShares Core Moderate Allocation ETF worth $75.4K as of Q2 2026.
  • Harbor Investment Advisory bought 22 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $1.08K.
  • iShares Core Moderate Allocation ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #643 holding.
  • Harbor Investment Advisory first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and has held it in 27 quarters since.
  • 193 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

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