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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

HUB Investment Partners's AOR Position: Q1 2026 in Review

HUB Investment Partners sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q1 2026, closing a stake of 4,349 shares — an estimated $283K sold.

HUB Investment Partners first reported a position in AOR in Q1 2024 and held it in 7 quarters. The position peaked at $446K in Q2 2024. 410 funds tracked by Wall St. Rank hold AOR as of Q1 2026.

HUB Investment Partners reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q1 2026 after selling out during the quarter.
HUB Investment Partners sold 4,349 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $283K.
HUB Investment Partners first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2024 and held it in 7 quarters.
HUB Investment Partners's iShares Core 60/40 Balanced Allocation ETF position peaked at $446K in Q2 2024.
410 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.