Avantax Advisory Services’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 | $2.53M | Sell |
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|
2025
Q1 | $2.39M | Sell |
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|
2024
Q4 | $4.44M | Buy |
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|
2024
Q3 | $2.44M | Buy |
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|
2024
Q2 | $2.26M | Sell |
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|
2024
Q1 | $2.34M | Sell |
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|
2023
Q4 | $2.33M | Buy |
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|
2023
Q3 | $1.69M | Buy |
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|
2023
Q2 | $1.54M | Buy |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $831K | Buy |
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|
2022
Q2 | $690K | Buy |
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|
2022
Q1 | $686K | Buy |
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|
2021
Q4 | $699K | Sell |
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|
2021
Q3 | $684K | Buy |
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|
2021
Q2 | $647K | Buy |
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|
2021
Q1 | $606K | Buy |
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|
2020
Q4 | $327K | Sell |
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|
2020
Q3 | $776K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $515K | Buy |
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