Beacon Pointe Advisors’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 | $752K | Sell |
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|
2025
Q1 | $704K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $339K | Sell |
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|
2023
Q4 | $330K | Sell |
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|
2023
Q3 | $396K | Sell |
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|
2023
Q2 | $447K | Buy |
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|
2023
Q1 | $432K | Sell |
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|
2022
Q4 | $451K | Sell |
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|
2022
Q3 | $456K | Sell |
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|
2022
Q2 | $493K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $1.52M | Buy |
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