Brio Consultants’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Brio Consultants’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$763K	Buy
2025 Q2	$723K	Buy
2025 Q1	$598K	Buy
2024 Q4	$554K	Buy
2024 Q3	$492K	Buy
2024 Q2	$437K	Buy
2024 Q1	$318K	Buy