Avalon Capital Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Avalon Capital Management’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 Q3	–	Sell
2025 Q2	$2.07M	Buy
2025 Q1	$1.69M	Buy
2024 Q4	$1.04M	Sell
2024 Q3	$1.99M	Buy
2024 Q2	$823K	Sell
2024 Q1	$838K	Buy
2023 Q4	$747K	Buy