Arax Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.5K | Sell |
|
|||||
|
2025
Q1 | $59K | Sell |
|
|||||
|
2024
Q4 | $60K | Sell |
|
|||||
|
2024
Q3 | $65.2K | Sell |
|
|||||
|
2024
Q2 | $68.9K | Buy |
|
|||||
|
2024
Q1 | $61K | Buy |
|
|||||
|
2023
Q4 | $57.4K | Sell |
|
|||||
|
2023
Q3 | $53.9K | Buy |
|
|||||
|
2023
Q2 | $54.1K | Buy |
|
|||||
|
2023
Q1 | $52.4K | Hold |
|
|||||
|
2022
Q4 | $49.4K | Buy |
|
|||||
|
2022
Q3 | $43K | Sell |
|
|||||
|
2022
Q2 | $51K | Buy |
|
|||||
|
2022
Q1 | $51K | Sell |
|
|||||
|
2021
Q4 | $71K | Sell |
|
|||||
|
2021
Q3 | $75K | Sell |
|
|||||
|
2021
Q2 | $82K | Buy |
|
|||||
|
2020
Q4 | $81K | Buy |
|
|||||
|
2020
Q3 | $69K | Buy |
|
|||||
|
2020
Q2 | $66K | Sell |
|
|||||
|
2020
Q1 | $88K | Sell |
|
|||||
|
2019
Q4 | $237K | Buy |
|
|||||
|
2019
Q3 | $163K | Buy |
|
|||||
|
2019
Q2 | $110K | Buy |
|
|||||
|
2018
Q4 | $39K | Buy |
|
|||||
|
2018
Q3 | $32K | Buy |
|