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HUB Investment Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

HUB Investment Partners’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 		– Sell
-4,349
Closed -$283K – 1156
2025
Q4 		$283K Sell
4,349
-376
-8% -$24.4K 0.01% 690
2025
Q3 		$304K Sell
4,725
-2,160
-31% -$135K 0.01% 540
2025
Q2 		$424K Buy
6,885
+171
+3% +$9.99K 0.01% 422
2025
Q1 		$387K Buy
6,714
+331
+5% +$19.3K 0.02% 382
2024
Q4 		$366K Buy
+6,383
New +$374K 0.02% 358
2024
Q3 		– Sell
-7,920
Closed -$446K – 553
2024
Q2 		$446K Buy
7,920
+846
+12% +$46.8K 0.02% 300
2024
Q1 		$394K Buy
+7,074
New +$381K 0.02% 319

Other funds holding AOR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $1.47T 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 $501B 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