Boston Standard Wealth 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 | $432K | Sell |
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|
2025
Q2 | $447K | Buy |
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|
2025
Q1 | $378K | Sell |
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|
2024
Q4 | $416K | Buy |
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|
2024
Q3 | $401K | Buy |
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|
2024
Q2 | $378K | Sell |
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|
2024
Q1 | $389K | Buy |
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|
2023
Q4 | $277K | Hold |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $283K | Buy |
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|
2023
Q1 | $264K | Sell |
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $255K | Buy |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $287K | Buy |
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|
2021
Q3 | $276K | Buy |
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|
2021
Q2 | $278K | Sell |
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|
2021
Q1 | $279K | Sell |
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|
2020
Q4 | $277K | Sell |
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|
2020
Q3 | $277K | Sell |
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|
2020
Q2 | $301K | Sell |
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|
2020
Q1 | $273K | Buy |
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|
2019
Q4 | $278K | Buy |
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|
2019
Q3 | $259K | Buy |
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|
2019
Q2 | $211K | Sell |
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|
2019
Q1 | $215K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $221K | Buy |
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|
2018
Q1 | $264K | Sell |
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|
2017
Q4 | $300K | Sell |
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|
2017
Q3 | $335K | Sell |
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|
2017
Q2 | $332K | Sell |
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|
2017
Q1 | $377K | Sell |
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|
2016
Q4 | $445K | Sell |
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|
2016
Q3 | $461K | Buy |
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|
2016
Q2 | $433K | Buy |
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|
2016
Q1 | $350K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $278K | Buy |
|
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|
2015
Q2 | $232K | Buy |
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|
2015
Q1 | $272K | Buy |
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|
2014
Q4 | $244K | Buy |
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