Bellwether 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 | $284K | Buy |
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|
2025
Q1 | $250K | Sell |
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|
2024
Q4 | $285K | Buy |
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|
2024
Q3 | $235K | Buy |
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|
2024
Q2 | $207K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $95.7K | Sell |
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|
2022
Q4 | $275K | Buy |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | $238K | Buy |
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|
2022
Q1 | $51K | Buy |
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|
2021
Q4 | $33K | Buy |
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|
2021
Q3 | $25K | Buy |
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|
2021
Q2 | $13K | Buy |
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