Avior Wealth Management’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 | $1.51M | Buy |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $333K | Sell |
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|
2023
Q3 | $370K | Buy |
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|
2023
Q2 | $385K | Buy |
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|
2023
Q1 | $374K | Hold |
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|
2022
Q4 | $352K | Sell |
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|
2022
Q3 | $336K | Buy |
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|
2022
Q2 | $360K | Sell |
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|
2022
Q1 | $405K | Sell |
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|
2021
Q4 | $429K | Sell |
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|
2021
Q3 | $494K | Buy |
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|
2021
Q2 | $499K | Buy |
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|
2021
Q1 | $477K | Sell |
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|
2020
Q4 | $577K | Sell |
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|
2020
Q3 | $553K | Buy |
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|
2020
Q2 | $504K | Buy |
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|
2020
Q1 | $396K | Hold |
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|
2019
Q4 | $458K | Sell |
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|
2019
Q3 | $531K | Buy |
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|
2019
Q2 | $525K | Buy |
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|
2019
Q1 | $509K | Buy |
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|
2018
Q4 | $443K | Buy |
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|
2018
Q3 | $484K | Buy |
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|
2018
Q2 | $475K | Buy |
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|
2018
Q1 | $466K | Sell |
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|
2017
Q4 | $481K | Sell |
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|
2017
Q3 | $515K | Buy |
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|
2017
Q2 | $500K | Buy |
|
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|
2017
Q1 | $486K | Buy |
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|
2016
Q4 | $404K | Buy |
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|
2016
Q3 | $401K | Sell |
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|
2016
Q2 | $407K | Buy |
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|
2016
Q1 | $397K | Buy |
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|
2015
Q4 | $172K | Buy |
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|
2015
Q3 | $163K | Buy |
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|
2015
Q2 | $165K | Buy |
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|
2015
Q1 | $161K | Buy |
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|
2014
Q4 | $158K | Buy |
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|
2014
Q3 | $155K | Buy |
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|
2014
Q2 | $154K | Buy |
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|
2014
Q1 | $148K | Buy |
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