Berkeley Inc’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
2024 Q2	–	Sell	-4,629	Closed	-$258K	–	64
2024 Q1	$258K	Sell	4,629 -432	-9%	-$24.1K	0.16%	59
2023 Q4	$269K	Buy	+5,061	New	+$269K	0.17%	60