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

Atlas Private 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 Q2	$281K	Buy
2025 Q1	$233K	Sell
2024 Q4	$278K	Buy
2021 Q4	–	Sell
2021 Q3	$141K	Sell
2021 Q2	$151K	Buy
2021 Q1	$135K	Sell
2020 Q4	$168K	Buy
2020 Q3	$154K	Sell
2020 Q2	$196K	Buy