Brio Consultants’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 | $723K | Buy |
11,748
+1,364
| +13% | +$84K | 0.11% | 77 |
|
|
2025
Q1 | $598K | Buy |
10,384
+716
| +7% | +$41.2K | 0.09% | 72 |
|
|
2024
Q4 | $554K | Buy |
9,668
+1,369
| +16% | +$78.5K | 0.09% | 77 |
|
|
2024
Q3 | $492K | Buy |
8,299
+542
| +7% | +$32.1K | 0.08% | 77 |
|
|
2024
Q2 | $437K | Buy |
7,757
+2,045
| +36% | +$115K | 0.07% | 74 |
|
|
2024
Q1 | $318K | Buy |
+5,712
| New | +$318K | 0.05% | 84 |
|