BA
Bellwether Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
4,613
+262
| +6% | +$16.1K | 0.05% | 105 |
|
|
2025
Q1 | $250K | Sell |
4,351
-620
| -12% | -$35.7K | 0.05% | 109 |
|
|
2024
Q4 | $285K | Buy |
4,971
+1,004
| +25% | +$57.5K | 0.05% | 112 |
|
|
2024
Q3 | $235K | Buy |
3,967
+295
| +8% | +$17.5K | 0.05% | 110 |
|
|
2024
Q2 | $207K | Buy |
+3,672
| New | +$207K | 0.04% | 114 |
|
|
2023
Q2 | – | Sell |
-1,912
| Closed | -$95.7K | – | 108 |
|
|
2023
Q1 | $95.7K | Sell |
1,912
-3,924
| -67% | -$196K | 0.03% | 159 |
|
|
2022
Q4 | $275K | Buy |
5,836
+354
| +6% | +$16.7K | 0.08% | 108 |
|
|
2022
Q3 | $245K | Buy |
5,482
+509
| +10% | +$22.7K | 0.08% | 96 |
|
|
2022
Q2 | $238K | Buy |
4,973
+4,020
| +422% | +$192K | 0.08% | 107 |
|
|
2022
Q1 | $51K | Buy |
953
+366
| +62% | +$19.6K | 0.02% | 195 |
|
|
2021
Q4 | $33K | Buy |
587
+123
| +27% | +$6.92K | 0.01% | 229 |
|
|
2021
Q3 | $25K | Buy |
464
+228
| +97% | +$12.3K | 0.01% | 230 |
|
|
2021
Q2 | $13K | Buy |
+236
| New | +$13K | ﹤0.01% | 246 |
|