Bell Investment 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 | $6.44M | Sell |
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|
2025
Q1 | $7.13M | Sell |
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|
2024
Q4 | $7.62M | Sell |
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|
2024
Q3 | $8.09M | Sell |
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|
2024
Q2 | $8.15M | Sell |
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|
2024
Q1 | $8.35M | Buy |
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|
2023
Q4 | $7.93M | Sell |
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|
2023
Q3 | $7.76M | Sell |
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|
2023
Q2 | $9.05M | Sell |
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|
2023
Q1 | $10.6M | Sell |
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|
2022
Q4 | $10.8M | Sell |
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|
2022
Q3 | $19.9M | Sell |
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|
2022
Q2 | $23.6M | Buy |
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|
2021
Q4 | $30.4M | Buy |
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|
2021
Q3 | $28.3M | Buy |
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