Atlas Capital Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Atlas Capital 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 Q2	$207K	Hold
2025 Q1	$194K	Hold
2024 Q4	$193K	Sell
2024 Q3	$324K	Sell
2024 Q2	$351K	Sell
2024 Q1	$488K	Buy
2023 Q4	$457K	Hold
2023 Q3	$424K	Buy
2023 Q2	$354K	Buy