Benjamin Edwards Inc’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Buy
21,572
+1,930
+10% +$119K 0.02% 543
2025
Q1
$1.13M Buy
19,642
+8,378
+74% +$482K 0.02% 541
2024
Q4
$646K Buy
+11,264
New +$646K 0.01% 748