Advisory Services Network’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 | $225K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $141K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $117K | Buy |
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|
2022
Q4 | $98.6K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $17K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $32K | Hold |
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|
2020
Q3 | $30K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $22K | Hold |
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|
2019
Q4 | $26K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $7K | Buy |
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|
2016
Q3 | $6K | Hold |
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|
2016
Q2 | $6K | Sell |
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|
2016
Q1 | $11K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $0 | Hold |
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|
2014
Q4 | $0 | Buy |
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