Atria Wealth Solutions’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 | $506K | Sell |
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|
2025
Q1 | $896K | Buy |
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|
2024
Q4 | $844K | Buy |
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|
2024
Q3 | $800K | Buy |
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|
2024
Q2 | $751K | Buy |
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|
2024
Q1 | $379K | Buy |
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|
2023
Q4 | $356K | Buy |
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|
2023
Q3 | $327K | Sell |
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|
2023
Q2 | $675K | Sell |
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|
2023
Q1 | $674K | Sell |
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|
2022
Q4 | $1.71M | Buy |
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|
2022
Q3 | $563K | Sell |
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|
2022
Q2 | $893K | Buy |
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|
2022
Q1 | $550K | Buy |
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