Capital Insight Partners’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 | $1.29M | Hold |
20,958
| – | – | 0.22% | 82 |
|
|
2025
Q1 | $1.21M | Buy |
20,958
+109
| +0.5% | +$6.28K | 0.21% | 85 |
|
|
2024
Q4 | $1.2M | Sell |
20,849
-2,714
| -12% | -$156K | 0.21% | 88 |
|
|
2024
Q3 | $1.4M | Sell |
23,563
-668
| -3% | -$39.6K | 0.24% | 83 |
|
|
2024
Q2 | $1.36M | Sell |
24,231
-426
| -2% | -$24K | 0.26% | 82 |
|
|
2024
Q1 | $1.37M | Sell |
24,657
-4,205
| -15% | -$234K | 0.26% | 80 |
|
|
2023
Q4 | $1.54M | Buy |
28,862
+191
| +0.7% | +$10.2K | 0.31% | 76 |
|
|
2023
Q3 | $1.42M | Buy |
28,671
+522
| +2% | +$25.8K | 0.32% | 77 |
|
|
2023
Q2 | $1.45M | Buy |
28,149
+62
| +0.2% | +$3.19K | 0.32% | 76 |
|
|
2023
Q1 | $1.41M | Buy |
28,087
+526
| +2% | +$26.3K | 0.33% | 82 |
|
|
2022
Q4 | $1.3M | Buy |
27,561
+1,298
| +5% | +$61.2K | 0.34% | 77 |
|
|
2022
Q3 | $1.18M | Sell |
26,263
-1,319
| -5% | -$59.1K | 0.32% | 80 |
|
|
2022
Q2 | $1.32M | Sell |
27,582
-218
| -0.8% | -$10.5K | 0.31% | 95 |
|
|
2022
Q1 | $1.5M | Sell |
27,800
-732
| -3% | -$39.5K | 0.31% | 98 |
|
|
2021
Q4 | $1.63M | Buy |
28,532
+1,107
| +4% | +$63.2K | 0.33% | 99 |
|
|
2021
Q3 | $1.52M | Buy |
27,425
+2,021
| +8% | +$112K | 0.33% | 102 |
|
|
2021
Q2 | $1.42M | Buy |
25,404
+1,557
| +7% | +$87.2K | 0.32% | 101 |
|
|
2021
Q1 | $1.28M | Buy |
23,847
+1,513
| +7% | +$81K | 0.31% | 104 |
|
|
2020
Q4 | $1.17M | Buy |
22,334
+2,915
| +15% | +$152K | 0.29% | 108 |
|
|
2020
Q3 | $941K | Buy |
19,419
+901
| +5% | +$43.7K | 0.26% | 112 |
|
|
2020
Q2 | $859K | Sell |
18,518
-760
| -4% | -$35.3K | 0.27% | 110 |
|
|
2020
Q1 | $798K | Sell |
19,278
-3,576
| -16% | -$148K | 0.42% | 73 |
|
|
2019
Q4 | $1.09M | Buy |
+22,854
| New | +$1.09M | 0.5% | 62 |
|