Harbor Investment Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Harbor Investment Advisory’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 Q2	$492K	Buy	7,082 +16	+0.2%	+$1.09K	0.03%	298
2026 Q1	$455K	Sell	7,066 -35	-0.5%	-$2.31K	0.04%	295
2025 Q4	$462K	Sell	7,101 -5	-0.1%	-$324	0.03%	293
2025 Q3	$457K	Buy	7,106 +51	+0.7%	+$3.19K	0.04%	288
2025 Q2	$434K	Buy	7,055 +257	+4%	+$15K	0.04%	279
2025 Q1	$391K	Buy	6,798 +99	+1%	+$5.76K	0.04%	279
2024 Q4	$384K	Buy	6,699 +123	+2%	+$7.2K	0.04%	265
2024 Q3	$390K	Buy	6,576 +83	+1%	+$4.76K	0.04%	262
2024 Q2	$366K	Sell	6,493 -12	-0.2%	-$663	0.04%	262
2024 Q1	$362K	Sell	6,505 -61	-0.9%	-$3.29K	0.04%	260
2023 Q4	$349K	Sell	6,566 -80	-1%	-$4.04K	0.04%	257
2023 Q3	$328K	Sell	6,646 -16	-0.2%	-$815	0.04%	250
2023 Q2	$343K	Buy	6,662 +69	+1%	+$3.47K	0.05%	270
2023 Q1	$330K	Sell	6,593 -684	-9%	-$33.7K	0.05%	273
2022 Q4	$343K	Buy	7,277 +67	+0.9%	+$3.15K	0.05%	261
2022 Q3	$323K	Buy	7,210 +133	+2%	+$6.44K	0.05%	256
2022 Q2	$340K	Buy	7,077 +493	+7%	+$24.8K	0.05%	246
2022 Q1	$355K	Buy	6,584 +235	+4%	+$12.8K	0.05%	263
2021 Q4	$362K	Buy	6,349 +75	+1%	+$4.25K	0.05%	266
2021 Q3	$348K	Buy	6,274 +187	+3%	+$10.5K	0.05%	273
2021 Q2	$341K	Buy	6,087 +224	+4%	+$12.4K	0.05%	283
2021 Q1	$314K	Buy	5,863 +172	+3%	+$9.15K	0.05%	267
2020 Q4	$297K	Buy	5,691 +144	+3%	+$7.25K	0.05%	250
2020 Q3	$269K	Buy	5,547 +165	+3%	+$7.96K	0.05%	232
2020 Q2	$250K	Buy	5,382 +152	+3%	+$6.75K	0.05%	236
2020 Q1	$216K	Buy	5,230 +167	+3%	+$7.67K	0.06%	223
2019 Q4	$242K	Buy	+5,063	New	+$237K	0.06%	228

Other funds holding AOR

WAM

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Harbor Investment Advisory increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.23% in Q2 2026, buying an estimated $1.09K and bringing the position to 7,082 shares worth $492K. The position accounts for 0.03% of the portfolio, ranked #298.

Harbor Investment Advisory first reported a position in AOR in Q4 2019 and has held it in 27 quarters since. 100 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Harbor Investment Advisory held 7,082 shares of iShares Core 60/40 Balanced Allocation ETF worth $492K as of Q2 2026.
Harbor Investment Advisory bought 16 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $1.09K.
iShares Core 60/40 Balanced Allocation ETF made up 0.03% of Harbor Investment Advisory's portfolio in Q2 2026, its #298 holding.
Harbor Investment Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 27 quarters since.
100 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

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