Boston Research & Management’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
Q3 | $445K | Buy |
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|
2025
Q2 | $423K | Sell |
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|
2025
Q1 | $489K | Buy |
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|
2024
Q4 | $484K | Sell |
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|
2024
Q3 | $511K | Buy |
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|
2024
Q2 | $481K | Sell |
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|
2024
Q1 | $491K | Hold |
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|
2023
Q4 | $469K | Buy |
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|
2023
Q3 | $435K | Buy |
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|
2023
Q2 | $453K | Sell |
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|
2023
Q1 | $448K | Sell |
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|
2022
Q4 | $424K | Sell |
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|
2022
Q3 | $429K | Buy |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $489K | Sell |
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|
2021
Q4 | $574K | Hold |
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|
2021
Q3 | $558K | Sell |
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|
2021
Q2 | $569K | Sell |
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|
2021
Q1 | $583K | Sell |
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|
2020
Q4 | $636K | Sell |
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|
2020
Q3 | $619K | Buy |
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|
2020
Q2 | $565K | Sell |
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|
2020
Q1 | $535K | Sell |
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|
2019
Q4 | $632K | Sell |
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|
2019
Q3 | $699K | Buy |
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|
2019
Q2 | $646K | Sell |
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|
2019
Q1 | $658K | Buy |
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|
2018
Q4 | $608K | Hold |
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|
2018
Q3 | $664K | Sell |
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|
2018
Q2 | $692K | Buy |
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|
2018
Q1 | $695K | Sell |
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|
2017
Q4 | $716K | Sell |
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|
2017
Q3 | $804K | Buy |
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|
2017
Q2 | $778K | Sell |
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|
2017
Q1 | $790K | Buy |
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|
2016
Q4 | $755K | Sell |
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|
2016
Q3 | $849K | Sell |
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|
2016
Q2 | $863K | Hold |
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|
2016
Q1 | $851K | Sell |
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|
2015
Q4 | $875K | Sell |
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|
2015
Q3 | $864K | Sell |
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|
2015
Q2 | $1.02M | Buy |
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|
2015
Q1 | $996K | Buy |
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|
2014
Q4 | $956K | Sell |
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|
2014
Q3 | $942K | Buy |
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|
2014
Q2 | $949K | Buy |
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|
2014
Q1 | $886K | Buy |
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|
2013
Q4 | $868K | Buy |
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|
2013
Q3 | $783K | Buy |
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|
2013
Q2 | $713K | Buy |
|