Asset Dedication LLC’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 | $252K | Hold |
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|
2025
Q1 | $236K | Hold |
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|
2024
Q4 | $235K | Hold |
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|
2024
Q3 | $243K | Hold |
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|
2024
Q2 | $231K | Hold |
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|
2024
Q1 | $228K | Hold |
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|
2023
Q4 | $219K | Buy |
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|
2023
Q3 | $170K | Sell |
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|
2023
Q2 | $211K | Hold |
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|
2023
Q1 | $206K | Hold |
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|
2022
Q4 | $194K | Hold |
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|
2022
Q3 | $183K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Hold |
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|
2021
Q4 | $234K | Hold |
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|
2021
Q3 | $227K | Hold |
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|
2021
Q2 | $229K | Hold |
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|
2021
Q1 | $220K | Hold |
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|
2020
Q4 | $214K | Buy |
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|
2020
Q3 | $31K | Hold |
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|
2020
Q2 | $30K | Hold |
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|
2020
Q1 | $27K | Buy |
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