ARC
Advisor Resource Council’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,607
| Closed | -$265K | – | 196 |
|
|
2025
Q1 | $265K | Buy |
+4,607
| New | +$265K | 0.02% | 490 |
|
|
2022
Q3 | – | Sell |
-4,530
| Closed | -$218K | – | 170 |
|
|
2022
Q2 | $218K | Sell |
4,530
-10,565
| -70% | -$508K | 0.02% | 445 |
|
|
2022
Q1 | $814K | Sell |
15,095
-3,093
| -17% | -$167K | 0.24% | 112 |
|
|
2021
Q4 | $1.04M | Sell |
18,188
-11,876
| -40% | -$679K | 0.08% | 237 |
|
|
2021
Q3 | $1.67M | Buy |
30,064
+11,964
| +66% | +$665K | 0.51% | 52 |
|
|
2021
Q2 | $1.01M | Buy |
+18,100
| New | +$1.01M | 0.11% | 203 |
|