Capital A Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Capital A Wealth Management’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$32.7K	Sell
2024 Q4	$39.9K	Buy