Atria Investments’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Atria Investments’s Portfolio AOR Stock Details AOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$675K	Buy
2023 Q1	–	Sell
2022 Q4	$1.46M	Sell
2022 Q3	$1.46M	Sell
2022 Q2	$3.48M	Sell
2022 Q1	$9.38M	Buy
2021 Q4	$7.99M	Buy