Capital Investment Advisory Services’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 | $48.3K | Buy |
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|
2025
Q2 | $21.6K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $8.83K | Sell |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $243K | Hold |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $253K | Hold |
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|
2023
Q3 | $235K | Hold |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $228K | Hold |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $233K | Buy |
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|
2022
Q1 | $262K | Hold |
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|
2021
Q4 | $277K | Hold |
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|
2021
Q3 | $269K | Buy |
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|
2021
Q2 | $267K | Buy |
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|
2021
Q1 | $254K | Sell |
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|
2020
Q4 | $252K | Buy |
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|
2020
Q3 | $212K | Buy |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $4K | Sell |
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|
2019
Q3 | $5K | Hold |
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|
2019
Q2 | $5K | Sell |
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|
2019
Q1 | $12K | Hold |
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|
2018
Q4 | $11K | Buy |
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