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Apex Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Apex Wealth Management’s Portfolio AOR Stock Details AOR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$207K Sell
3,355
-202
-6% -$12.4K 0.17% 55
2025
Q1 		$205K Hold
3,557
– – 0.18% 48
2024
Q4 		$204K Buy
+3,557
New +$204K 0.18% 49