Capital Analysts LLC’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
Q3 | $309K | Buy |
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|
2025
Q2 | $295K | Sell |
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|
2025
Q1 | $276K | Hold |
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|
2024
Q4 | $275K | Buy |
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|
2024
Q3 | $284K | Sell |
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|
2024
Q2 | $360K | Buy |
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|
2024
Q1 | $355K | Buy |
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|
2023
Q4 | $333K | Buy |
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|
2023
Q3 | $83K | Buy |
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|
2023
Q2 | $86K | Sell |
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|
2023
Q1 | $85K | Sell |
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|
2022
Q4 | $85K | Buy |
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|
2022
Q3 | $70K | Buy |
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|
2022
Q2 | $75K | Sell |
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|
2022
Q1 | $130K | Hold |
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|
2021
Q4 | $138K | Buy |
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|
2021
Q3 | $133K | Buy |
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|
2021
Q2 | $81K | Buy |
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|
2021
Q1 | $78K | Sell |
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|
2020
Q4 | $77K | Buy |
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|
2020
Q3 | $68K | Buy |
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|
2020
Q2 | $65K | Buy |
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|
2020
Q1 | $58K | Sell |
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|
2019
Q4 | $78K | Buy |
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|
2019
Q3 | $64K | Buy |
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|
2019
Q2 | $57K | Buy |
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|
2019
Q1 | $43K | Buy |
|