Cape Investment Advisory’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 | $61.6K | Hold |
1,000
| – | – | 0.02% | 342 |
|
|
2025
Q1 | $57.6K | Hold |
1,000
| – | – | 0.02% | 321 |
|
|
2024
Q4 | $57.3K | Hold |
1,000
| – | – | 0.02% | 313 |
|
|
2024
Q3 | $59.2K | Hold |
1,000
| – | – | 0.02% | 301 |
|
|
2024
Q2 | $56.3K | Hold |
1,000
| – | – | 0.03% | 284 |
|
|
2024
Q1 | $55.7K | Hold |
1,000
| – | – | 0.03% | 294 |
|
|
2023
Q4 | $53.2K | Hold |
1,000
| – | – | 0.03% | 339 |
|
|
2023
Q3 | $49.4K | Hold |
1,000
| – | – | 0.03% | 293 |
|
|
2023
Q2 | $51.5K | Hold |
1,000
| – | – | 0.03% | 280 |
|
|
2023
Q1 | $50K | Buy |
+1,000
| New | +$50K | 0.03% | 267 |
|