Harbor Investment Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $457K | Buy |
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|
2025
Q2 | $434K | Buy |
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|
2025
Q1 | $391K | Buy |
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|
2024
Q4 | $384K | Buy |
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|
2024
Q3 | $390K | Buy |
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|
2024
Q2 | $366K | Sell |
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|
2024
Q1 | $362K | Sell |
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|
2023
Q4 | $349K | Sell |
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|
2023
Q3 | $328K | Sell |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $343K | Buy |
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|
2022
Q3 | $323K | Buy |
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|
2022
Q2 | $340K | Buy |
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|
2022
Q1 | $355K | Buy |
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|
2021
Q4 | $362K | Buy |
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|
2021
Q3 | $348K | Buy |
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|
2021
Q2 | $341K | Buy |
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|
2021
Q1 | $314K | Buy |
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|
2020
Q4 | $297K | Buy |
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|
2020
Q3 | $269K | Buy |
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|
2020
Q2 | $250K | Buy |
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|
2020
Q1 | $216K | Buy |
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|
2019
Q4 | $242K | Buy |
|