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Harbour Investments’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Harbour Investments’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 		$1.55M Buy
31,105
+1,097
+4% +$53.9K 0.02% 634
2026
Q1 		$1.42M Buy
30,008
+4,498
+18% +$217K 0.02% 627
2025
Q4 		$1.22M Buy
25,510
+2,691
+12% +$129K 0.02% 537
2025
Q3 		$1.09M Sell
22,819
-151
-0.7% -$7.02K 0.02% 533
2025
Q2 		$1.06M Buy
22,970
+5,103
+29% +$225K 0.03% 510
2025
Q1 		$784K Sell
17,867
-8,926
-33% -$393K 0.02% 561
2024
Q4 		$1.16M Sell
26,793
-1,095
-4% -$48.6K 0.03% 429
2024
Q3 		$1.26M Sell
27,888
-1,627
-6% -$71.3K 0.04% 398
2024
Q2 		$1.27M Sell
29,515
-131
-0.4% -$5.55K 0.04% 361
2024
Q1 		$1.27M Buy
29,646
+4
+0% +$167 0.04% 357
2023
Q4 		$1.23M Buy
29,642
+3,207
+12% +$127K 0.05% 314
2023
Q3 		$1.03M Sell
26,435
-38
-0.1% -$1.52K 0.05% 320
2023
Q2 		$1.07M Sell
26,473
-481
-2% -$19.2K 0.05% 321
2023
Q1 		$1.07M Buy
26,954
+6,544
+32% +$257K 0.06% 306
2022
Q4 		$776K Sell
20,410
-2,044
-9% -$77.5K 0.05% 353
2022
Q3 		$875K Hold
22,454
– – 0.06% 309
2022
Q2 		$875K Buy
+22,454
New +$907K 0.06% 309
2021
Q4 		$1.13M Sell
24,784
-7,826
-24% -$355K 0.07% 275
2021
Q3 		$1.46M Buy
32,610
+1,139
+4% +$51.7K 0.05% 362
2021
Q2 		$1.42M Sell
31,471
-28
-0.1% -$1.25K 0.05% 375
2021
Q1 		$1.37M Buy
+31,499
New +$1.37M 0.05% 334

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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harbour Investments's AOM Position: Q2 2026 in Review

Harbour Investments increased its iShares Core Moderate Allocation ETF (AOM) stake by 3.7% in Q2 2026, buying an estimated $53.9K and bringing the position to 31,105 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #634.

Harbour Investments first reported a position in AOM in Q1 2021 and has held it in 21 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Harbour Investments held 31,105 shares of iShares Core Moderate Allocation ETF worth $1.55M as of Q2 2026.
  • Harbour Investments bought 1,097 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $53.9K.
  • iShares Core Moderate Allocation ETF made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #634 holding.
  • Harbour Investments first reported a position in iShares Core Moderate Allocation ETF in Q1 2021 and has held it in 21 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

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