BSW Wealth Partners’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 | $15.2M | Buy |
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|
2025
Q2 | $13.1M | Buy |
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|
2025
Q1 | $9.77M | Buy |
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|
2024
Q4 | $9.31M | Sell |
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|
2024
Q3 | $9.65M | Sell |
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|
2024
Q2 | $9.22M | Buy |
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|
2024
Q1 | $7.5M | Sell |
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|
2023
Q4 | $8.06M | Buy |
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|
2023
Q3 | $6.42M | Sell |
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|
2023
Q2 | $7.26M | Buy |
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|
2023
Q1 | $6.47M | Sell |
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|
2022
Q4 | $6.44M | Buy |
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