AWA
Aquire Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
4,653
-172
| -4% | -$10.6K | 0.08% | 40 |
|
|
2025
Q1 | $278K | Buy |
4,825
+154
| +3% | +$8.87K | 0.09% | 42 |
|
|
2024
Q4 | $268K | Buy |
4,671
+248
| +6% | +$14.2K | 0.08% | 39 |
|
|
2024
Q3 | $262K | Buy |
4,423
+174
| +4% | +$10.3K | 0.08% | 40 |
|
|
2024
Q2 | $239K | Buy |
4,249
+231
| +6% | +$13K | 0.08% | 38 |
|
|
2024
Q1 | $224K | Buy |
4,018
+129
| +3% | +$7.18K | 0.08% | 43 |
|
|
2023
Q4 | $207K | Buy |
+3,889
| New | +$207K | 0.08% | 38 |
|
|
2022
Q1 | – | Sell |
-2,670
| Closed | -$152K | – | 52 |
|
|
2021
Q4 | $152K | Buy |
+2,670
| New | +$152K | 0.08% | 45 |
|