Advisor Resource Council’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$265K Buy
2022
Q3
Sell
2022
Q2
$218K Sell
2022
Q1
$814K Sell
2021
Q4
$1.04M Sell
2021
Q3
$1.67M Buy
2021
Q2
$1.01M Buy