BlueStem Wealth Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.25M	Sell	68,995 -4,899	-7%	-$302K	0.52%	29
2025 Q1	$4.25M	Sell	73,894 -2,971	-4%	-$171K	0.58%	24
2024 Q4	$4.41M	Buy	+76,865	New	+$4.41M	0.58%	25