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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
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 $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Harbour Investments's AOA Position: Q1 2026 in Review

Harbour Investments increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 22% in Q1 2026, buying an estimated $1.12M and bringing the position to 69,573 shares worth $6.16M. The position accounts for 0.1% of the portfolio, ranked #202.

Harbour Investments first reported a position in AOA in Q1 2021 and has held it in 20 quarters since. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Harbour Investments held 69,573 shares of iShares Core 80/20 Aggressive Allocation ETF worth $6.16M as of Q1 2026.
  • Harbour Investments bought 12,327 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $1.12M.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.1% of Harbour Investments's portfolio in Q1 2026, its #202 holding.
  • Harbour Investments first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2021 and has held it in 20 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.