AE Wealth Management’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 | $1.46M | Sell |
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|
2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $941K | Sell |
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|
2024
Q2 | $895K | Sell |
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|
2024
Q1 | $967K | Sell |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $8.34M | Buy |
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|
2023
Q2 | $1.47M | Sell |
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|
2023
Q1 | $1.45M | Buy |
|
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $1.47M | Sell |
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|
2022
Q1 | $1.81M | Sell |
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|
2021
Q4 | $2.34M | Sell |
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|
2021
Q3 | $52.9M | Buy |
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|
2021
Q2 | $2.1M | Sell |
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|
2021
Q1 | $46M | Buy |
|
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|
2020
Q4 | $1.32M | Buy |
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|
2020
Q3 | $870K | Buy |
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|
2020
Q2 | $740K | Sell |
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|
2020
Q1 | $712K | Sell |
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|
2019
Q4 | $2.09M | Buy |
|
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|
2019
Q3 | $925K | Buy |
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|
2019
Q2 | $892K | Buy |
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|
2019
Q1 | $732K | Buy |
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|
2018
Q4 | $618K | Buy |
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|
2018
Q3 | $617K | Sell |
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|
2018
Q2 | $834K | Buy |
|
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|
2018
Q1 | $494K | Sell |
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|
2017
Q4 | $1.14M | Buy |
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|
2017
Q3 | $480K | Buy |
|