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BSW Wealth Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

BSW Wealth Partners’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
2026
Q2 		$19.2M Buy
276,966
+25,313
+10% +$1.72M 2.14% 10
2026
Q1 		$16.2M Buy
251,653
+3,841
+2% +$253K 1.98% 10
2025
Q4 		$16.1M Buy
247,812
+12,149
+5% +$788K 1.93% 10
2025
Q3 		$15.2M Buy
235,663
+22,977
+11% +$1.44M 1.89% 11
2025
Q2 		$13.1M Buy
212,686
+43,045
+25% +$2.51M 1.79% 11
2025
Q1 		$9.77M Buy
169,641
+7,207
+4% +$419K 1.48% 12
2024
Q4 		$9.31M Sell
162,434
-432
-0.3% -$25.3K 1.37% 13
2024
Q3 		$9.65M Sell
162,866
-816
-0.5% -$46.8K 1.54% 13
2024
Q2 		$9.22M Buy
163,682
+28,970
+22% +$1.6M 1.51% 13
2024
Q1 		$7.5M Sell
134,712
-16,851
-11% -$909K 1.27% 15
2023
Q4 		$8.06M Buy
151,563
+21,723
+17% +$1.1M 1.6% 11
2023
Q3 		$6.42M Sell
129,840
-11,229
-8% -$572K 1.43% 11
2023
Q2 		$7.26M Buy
141,069
+11,701
+9% +$589K 1.51% 12
2023
Q1 		$6.47M Sell
129,368
-7,223
-5% -$355K 1.33% 14
2022
Q4 		$6.44M Buy
+136,591
New +$6.43M 1.38% 15

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FHC
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AWM
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FHC
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WFS
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SWM
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DAS
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PWM
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