Archford Capital Strategies’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
Q3 | $607K | Sell |
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|
2025
Q2 | $609K | Buy |
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|
2025
Q1 | $565K | Sell |
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|
2024
Q4 | $583K | Sell |
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|
2024
Q3 | $622K | Buy |
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|
2024
Q2 | $573K | Sell |
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|
2024
Q1 | $627K | Sell |
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|
2023
Q4 | $610K | Sell |
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|
2023
Q3 | $781K | Sell |
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|
2023
Q2 | $834K | Buy |
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|
2023
Q1 | $799K | Buy |
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|
2022
Q4 | $727K | Buy |
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|
2022
Q3 | $690K | Sell |
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|
2022
Q2 | $756K | Buy |
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|
2022
Q1 | $824K | Sell |
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|
2021
Q4 | $926K | Sell |
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|
2021
Q3 | $911K | Sell |
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|
2021
Q2 | $942K | Sell |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.03M | Sell |
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|
2020
Q1 | $933K | Buy |
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|
2019
Q4 | $936K | Sell |
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|
2019
Q3 | $911K | Sell |
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|
2019
Q2 | $953K | Buy |
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|
2019
Q1 | $917K | Buy |
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|
2018
Q4 | $766K | Sell |
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|
2018
Q3 | $889K | Sell |
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|
2018
Q2 | $908K | Sell |
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|
2018
Q1 | $1.03M | Buy |
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|
2017
Q4 | $909K | Sell |
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|
2017
Q3 | $1.02M | Buy |
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|
2017
Q2 | $912K | Sell |
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|
2017
Q1 | $931K | Buy |
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|
2016
Q4 | $804K | Buy |
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|
2016
Q3 | $795K | Buy |
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|
2016
Q2 | $736K | Sell |
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|
2016
Q1 | $774K | Buy |
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|
2015
Q4 | $732K | Buy |
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|
2015
Q3 | $615K | Buy |
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|
2015
Q2 | $621K | Buy |
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|
2015
Q1 | $494K | Buy |
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|
2014
Q4 | $447K | Buy |
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|
2014
Q3 | $321K | Buy |
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|
2014
Q2 | $158K | Buy |
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|
2014
Q1 | $98K | Buy |
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