Avalon Capital Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
33,568
+4,162
| +14% | +$256K | 0.56% | 46 |
|
|
2025
Q1 | $1.69M | Buy |
29,406
+11,287
| +62% | +$650K | 0.49% | 49 |
|
|
2024
Q4 | $1.04M | Sell |
18,119
-15,419
| -46% | -$884K | 0.34% | 54 |
|
|
2024
Q3 | $1.99M | Buy |
33,538
+18,918
| +129% | +$1.12M | 0.6% | 36 |
|
|
2024
Q2 | $823K | Sell |
14,620
-428
| -3% | -$24.1K | 0.26% | 52 |
|
|
2024
Q1 | $838K | Buy |
15,048
+1,009
| +7% | +$56.2K | 0.34% | 37 |
|
|
2023
Q4 | $747K | Buy |
+14,039
| New | +$747K | 0.31% | 39 |
|