Balanced Wealth Group’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
2024 Q2	–	Sell	-4,107	Closed	-$227K	–	69
2024 Q1	$227K	Sell	4,107 -2,920	-42%	-$161K	0.1%	65
2023 Q4	$374K	Buy	+7,027	New	+$374K	0.19%	50