Aquire Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Aquire Wealth Advisors’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$295K	Sell
2025 Q2	$286K	Sell
2025 Q1	$278K	Buy
2024 Q4	$268K	Buy
2024 Q3	$262K	Buy
2024 Q2	$239K	Buy
2024 Q1	$224K	Buy
2023 Q4	$207K	Buy
2022 Q1	–	Sell
2021 Q4	$152K	Buy