AFS Financial Group’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
2024
Q3
$228K Hold
2024
Q2
$217K Hold
2024
Q1
$214K Sell
2023
Q4
$221K Sell
2023
Q3
$303K Buy
2023
Q2
$200K Buy