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Harbour Investments’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Harbour Investments’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 		$6.88M Buy
70,456
+883
+1% +$84.2K 0.09% 207
2026
Q1 		$6.16M Buy
69,573
+12,327
+22% +$1.12M 0.1% 202
2025
Q4 		$5.13M Buy
57,246
+81
+0.1% +$7.21K 0.1% 188
2025
Q3 		$5.04M Buy
57,165
+7,550
+15% +$643K 0.11% 167
2025
Q2 		$4.14M Buy
49,615
+4,359
+10% +$341K 0.1% 181
2025
Q1 		$3.46M Buy
45,256
+39,646
+707% +$3.09M 0.1% 182
2024
Q4 		$430K Buy
5,610
+944
+20% +$73.9K 0.01% 742
2024
Q3 		$368K Buy
4,666
+181
+4% +$13.8K 0.01% 772
2024
Q2 		$335K Sell
4,485
-218
-5% -$15.9K 0.01% 756
2024
Q1 		$345K Buy
4,703
+582
+14% +$41.1K 0.01% 726
2023
Q4 		$285K Sell
4,121
-4,797
-54% -$313K 0.01% 726
2023
Q3 		$566K Buy
8,918
+3,434
+63% +$226K 0.03% 454
2023
Q2 		$364K Sell
5,484
-102
-2% -$6.56K 0.02% 598
2023
Q1 		$355K Buy
5,586
+591
+12% +$36.9K 0.02% 576
2022
Q4 		$298K Sell
4,995
-1,434
-22% -$84.9K 0.02% 598
2022
Q3 		$385K Hold
6,429
– – 0.03% 485
2022
Q2 		$385K Buy
+6,429
New +$409K 0.03% 485
2021
Q4 		$434K Sell
5,957
-3,991
-40% -$288K 0.03% 464
2021
Q3 		$694K Buy
9,948
+69
+0.7% +$4.91K 0.02% 535
2021
Q2 		$698K Sell
9,879
-395
-4% -$27.5K 0.02% 547
2021
Q1 		$688K Buy
+10,274
New +$679K 0.02% 496

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Harbour Investments's AOA Position: Q2 2026 in Review

Harbour Investments increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 1.3% in Q2 2026, buying an estimated $84.2K and bringing the position to 70,456 shares worth $6.88M. The position accounts for 0.09% of the portfolio, ranked #207.

Harbour Investments first reported a position in AOA in Q1 2021 and has held it in 21 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Harbour Investments held 70,456 shares of iShares Core 80/20 Aggressive Allocation ETF worth $6.88M as of Q2 2026.
  • Harbour Investments bought 883 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $84.2K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.09% of Harbour Investments's portfolio in Q2 2026, its #207 holding.
  • Harbour Investments first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2021 and has held it in 21 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.