Cape Investment Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Cape Investment Advisory’s Portfolio AOR Stock Details AOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$61.6K	Hold
2025 Q1	$57.6K	Hold
2024 Q4	$57.3K	Hold
2024 Q3	$59.2K	Hold
2024 Q2	$56.3K	Hold
2024 Q1	$55.7K	Hold
2023 Q4	$53.2K	Hold
2023 Q3	$49.4K	Hold
2023 Q2	$51.5K	Hold
2023 Q1	$50K	Buy