Cahill Financial Advisors’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
Q2 | $2.36M | Sell |
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|
2025
Q1 | $2.25M | Sell |
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|
2024
Q4 | $2.34M | Sell |
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|
2024
Q3 | $2.43M | Buy |
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|
2024
Q2 | $2.31M | Buy |
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|
2024
Q1 | $2.28M | Sell |
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|
2023
Q4 | $2.36M | Buy |
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|
2023
Q3 | $2.19M | Buy |
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|
2023
Q2 | $2.28M | Sell |
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|
2023
Q1 | $2.22M | Buy |
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|
2022
Q4 | $2.08M | Buy |
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|
2022
Q3 | $1.98M | Sell |
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|
2022
Q2 | $2.17M | Buy |
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | $2.29M | Buy |
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|
2021
Q3 | $2.21M | Sell |
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|
2021
Q2 | $2.26M | Sell |
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|
2021
Q1 | $2.22M | Sell |
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|
2020
Q4 | $2.5M | Sell |
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|
2020
Q3 | $2.92M | Sell |
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|
2020
Q2 | $4.42M | Sell |
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|
2020
Q1 | $4.21M | Sell |
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|
2019
Q4 | $7.57M | Sell |
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|
2019
Q3 | $7.69M | Sell |
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|
2019
Q2 | $10.3M | Sell |
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|
2019
Q1 | $10.1M | Buy |
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|
2018
Q4 | $515K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $358K | Buy |
|