Ancora Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.6K | Hold |
416
| – | – | ﹤0.01% | 1157 |
|
|
2025
Q1 | $23.9K | Sell |
416
-79
| -16% | -$4.55K | ﹤0.01% | 1150 |
|
|
2024
Q4 | $28.4K | Buy |
495
+79
| +19% | +$4.53K | ﹤0.01% | 1126 |
|
|
2024
Q3 | $24.6K | Sell |
416
-480
| -54% | -$28.4K | ﹤0.01% | 1132 |
|
|
2024
Q2 | $50.5K | Hold |
896
| – | – | ﹤0.01% | 921 |
|
|
2024
Q1 | $49.9K | Sell |
896
-108
| -11% | -$6.01K | ﹤0.01% | 937 |
|
|
2023
Q4 | $53.4K | Buy |
1,004
+112
| +13% | +$5.96K | ﹤0.01% | 899 |
|
|
2023
Q3 | $44.1K | Sell |
892
-60
| -6% | -$2.97K | ﹤0.01% | 918 |
|
|
2023
Q2 | $49K | Buy |
952
+37
| +4% | +$1.9K | ﹤0.01% | 885 |
|
|
2023
Q1 | $45.8K | Hold |
915
| – | – | ﹤0.01% | 905 |
|
|
2022
Q4 | $43K | Hold |
915
| – | – | ﹤0.01% | 969 |
|
|
2022
Q3 | $41K | Hold |
915
| – | – | ﹤0.01% | 1108 |
|
|
2022
Q2 | $44K | Hold |
915
| – | – | ﹤0.01% | 1172 |
|
|
2022
Q1 | $49K | Hold |
915
| – | – | ﹤0.01% | 1229 |
|
|
2021
Q4 | $52K | Sell |
915
-4,799
| -84% | -$273K | ﹤0.01% | 1231 |
|
|
2021
Q3 | $317K | Buy |
5,714
+2,022
| +55% | +$112K | 0.01% | 655 |
|
|
2021
Q2 | $207K | Sell |
3,692
-2,257
| -38% | -$127K | 0.01% | 739 |
|
|
2021
Q1 | $319K | Buy |
5,949
+5,664
| +1,987% | +$304K | 0.01% | 616 |
|
|
2020
Q4 | $15K | Hold |
285
| – | – | ﹤0.01% | 1093 |
|
|
2020
Q3 | $14K | Hold |
285
| – | – | ﹤0.01% | 1041 |
|
|
2020
Q2 | $13K | Hold |
285
| – | – | ﹤0.01% | 1030 |
|
|
2020
Q1 | $12K | Hold |
285
| – | – | ﹤0.01% | 1094 |
|
|
2019
Q4 | $14K | Buy |
+285
| New | +$14K | ﹤0.01% | 1099 |
|
|
2018
Q4 | – | Sell |
-159
| Closed | -$7K | – | 635 |
|
|
2018
Q3 | $7K | Buy |
+159
| New | +$7K | ﹤0.01% | 1218 |
|