Buttonwood Financial Group’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 | $696K | Sell |
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|
2025
Q2 | $660K | Buy |
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|
2025
Q1 | $592K | Buy |
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|
2024
Q4 | $594K | Sell |
|
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|
2024
Q3 | $673K | Sell |
|
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|
2024
Q2 | $708K | Buy |
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|
2024
Q1 | $673K | Buy |
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|
2023
Q4 | $636K | Buy |
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|
2023
Q3 | $557K | Buy |
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|
2023
Q2 | $552K | Sell |
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|
2023
Q1 | $550K | Buy |
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|
2022
Q4 | $510K | Buy |
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|
2022
Q3 | $450K | Buy |
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|
2022
Q2 | $469K | Buy |
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|
2022
Q1 | $485K | Buy |
|