Accurate Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,560	Closed	-$209K	–	377
2024 Q3	$209K	Sell	3,560 -770	-18%	-$45.2K	0.04%	357
2024 Q2	$248K	Buy	+4,330	New	+$248K	0.06%	272