Buttonwood Financial Group’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 | $660K | Buy |
10,821
+55
| +0.5% | +$3.35K | 0.34% | 21 |
|
|
2025
Q1 | $592K | Buy |
10,766
+610
| +6% | +$33.6K | 0.35% | 20 |
|
|
2024
Q4 | $594K | Sell |
10,156
-1,197
| -11% | -$70K | 0.33% | 19 |
|
|
2024
Q3 | $673K | Sell |
11,353
-1,238
| -10% | -$73.3K | 0.4% | 17 |
|
|
2024
Q2 | $708K | Buy |
12,591
+503
| +4% | +$28.3K | 0.4% | 21 |
|
|
2024
Q1 | $673K | Buy |
12,088
+124
| +1% | +$6.9K | 0.4% | 23 |
|
|
2023
Q4 | $636K | Buy |
11,964
+369
| +3% | +$19.6K | 0.46% | 20 |
|
|
2023
Q3 | $557K | Buy |
11,595
+955
| +9% | +$45.9K | 0.41% | 21 |
|
|
2023
Q2 | $552K | Sell |
10,640
-359
| -3% | -$18.6K | 0.48% | 17 |
|
|
2023
Q1 | $550K | Buy |
10,999
+178
| +2% | +$8.91K | 0.55% | 18 |
|
|
2022
Q4 | $510K | Buy |
10,821
+745
| +7% | +$35.1K | 0.46% | 21 |
|
|
2022
Q3 | $450K | Buy |
10,076
+292
| +3% | +$13K | 0.47% | 16 |
|
|
2022
Q2 | $469K | Buy |
9,784
+818
| +9% | +$39.2K | 0.46% | 17 |
|
|
2022
Q1 | $485K | Buy |
+8,966
| New | +$485K | 0.36% | 16 |
|