Cardinal Point Capital Management’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 | $354K | Sell |
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|
2025
Q2 | $486K | Sell |
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|
2025
Q1 | $573K | Hold |
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|
2024
Q4 | $571K | Hold |
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|
2024
Q3 | $590K | Buy |
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|
2024
Q2 | $558K | Sell |
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|
2024
Q1 | $661K | Buy |
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|
2023
Q4 | $626K | Sell |
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|
2023
Q3 | $766K | Sell |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $1.05M | Hold |
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|
2022
Q4 | $992K | Buy |
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