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Harbour Investments’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Harbour Investments’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
Q1 		$2.97M Buy
46,133
+1,590
+4% +$105K 0.05% 378
2025
Q4 		$2.9M Sell
44,543
-441
-1% -$28.6K 0.06% 306
2025
Q3 		$2.9M Sell
44,984
-183
-0.4% -$11.4K 0.07% 259
2025
Q2 		$2.78M Buy
45,167
+9,618
+27% +$562K 0.07% 251
2025
Q1 		$2.05M Buy
35,549
+3,205
+10% +$187K 0.06% 287
2024
Q4 		$1.85M Buy
32,344
+183
+0.6% +$10.7K 0.05% 308
2024
Q3 		$1.91M Buy
32,161
+2,233
+7% +$128K 0.06% 285
2024
Q2 		$1.69M Buy
29,928
+295
+1% +$16.3K 0.06% 284
2024
Q1 		$1.65M Buy
29,633
+434
+1% +$23.4K 0.06% 294
2023
Q4 		$1.55M Buy
29,199
+52
+0.2% +$2.63K 0.06% 278
2023
Q3 		$1.44M Buy
29,147
+211
+0.7% +$10.7K 0.07% 262
2023
Q2 		$1.49M Buy
28,936
+5,740
+25% +$289K 0.07% 256
2023
Q1 		$1.16M Buy
23,196
+1,857
+9% +$91.4K 0.06% 286
2022
Q4 		$1.01M Buy
21,339
+4,313
+25% +$203K 0.06% 301
2022
Q3 		$817K Hold
17,026
– – 0.06% 324
2022
Q2 		$817K Buy
+17,026
New +$857K 0.06% 324
2021
Q4 		$760K Sell
13,306
-5,911
-31% -$335K 0.05% 357
2021
Q3 		$1.07M Buy
19,217
+151
+0.8% +$8.52K 0.03% 423
2021
Q2 		$1.07M Sell
19,066
-2,448
-11% -$135K 0.03% 442
2021
Q1 		$1.15M Buy
+21,514
New +$1.14M 0.04% 374

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return

Harbour Investments's AOR Position: Q1 2026 in Review

Harbour Investments increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 3.6% in Q1 2026, buying an estimated $105K and bringing the position to 46,133 shares worth $2.97M. The position accounts for 0.05% of the portfolio, ranked #378.

Harbour Investments first reported a position in AOR in Q1 2021 and has held it in 20 quarters since. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

  • Harbour Investments held 46,133 shares of iShares Core 60/40 Balanced Allocation ETF worth $2.97M as of Q1 2026.
  • Harbour Investments bought 1,590 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $105K.
  • iShares Core 60/40 Balanced Allocation ETF made up 0.05% of Harbour Investments's portfolio in Q1 2026, its #378 holding.
  • Harbour Investments first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2021 and has held it in 20 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

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