Brighton Jones LLC’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 | $293K | Buy |
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|
2025
Q2 | $273K | Sell |
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|
2025
Q1 | $257K | Hold |
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|
2024
Q4 | $255K | Buy |
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|
2024
Q3 | $240K | Buy |
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|
2024
Q2 | $227K | Buy |
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|
2024
Q1 | $224K | Sell |
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|
2023
Q4 | $459K | Buy |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $223K | Sell |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $336K | Buy |
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|
2021
Q4 | $341K | Buy |
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|
2021
Q3 | $324K | Buy |
|