BSW Wealth Partners’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 | $13.1M | Buy |
212,686
+43,045
| +25% | +$2.65M | 1.79% | 11 |
|
|
2025
Q1 | $9.77M | Buy |
169,641
+7,207
| +4% | +$415K | 1.48% | 12 |
|
|
2024
Q4 | $9.31M | Sell |
162,434
-432
| -0.3% | -$24.8K | 1.37% | 13 |
|
|
2024
Q3 | $9.65M | Sell |
162,866
-816
| -0.5% | -$48.3K | 1.45% | 12 |
|
|
2024
Q2 | $9.22M | Buy |
163,682
+28,970
| +22% | +$1.63M | 1.51% | 13 |
|
|
2024
Q1 | $7.5M | Sell |
134,712
-16,851
| -11% | -$938K | 1.27% | 15 |
|
|
2023
Q4 | $8.06M | Buy |
151,563
+21,723
| +17% | +$1.16M | 1.6% | 11 |
|
|
2023
Q3 | $6.42M | Sell |
129,840
-11,229
| -8% | -$555K | 1.43% | 11 |
|
|
2023
Q2 | $7.26M | Buy |
141,069
+11,701
| +9% | +$602K | 1.51% | 12 |
|
|
2023
Q1 | $6.47M | Sell |
129,368
-7,223
| -5% | -$361K | 1.33% | 14 |
|
|
2022
Q4 | $6.44M | Buy |
+136,591
| New | +$6.44M | 1.38% | 15 |
|