Carson Wealth (CWM 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 | $401K | Buy |
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|
2025
Q2 | $357K | Buy |
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|
2025
Q1 | $327K | Buy |
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|
2024
Q4 | $282K | Buy |
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|
2024
Q3 | $102K | Sell |
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|
2024
Q2 | $101K | Sell |
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|
2024
Q1 | $111K | Sell |
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|
2023
Q4 | $184K | Buy |
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|
2023
Q3 | $40K | Buy |
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|
2023
Q2 | $41K | Sell |
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|
2023
Q1 | $79K | Sell |
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|
2022
Q4 | $80K | Sell |
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|
2022
Q3 | $76K | Sell |
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|
2022
Q2 | $215K | Buy |
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|
2022
Q1 | $41K | Sell |
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|
2021
Q4 | $56K | Buy |
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|
2021
Q2 | $51K | Hold |
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|
2021
Q1 | $51K | Hold |
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|
2020
Q4 | $51K | Hold |
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|
2020
Q3 | $51K | Hold |
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|
2020
Q2 | $51K | Hold |
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|
2020
Q1 | $51K | Hold |
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|
2019
Q4 | $51K | Hold |
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|
2019
Q3 | $51K | Hold |
|
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|
2019
Q2 | $51K | Hold |
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|
2019
Q1 | $51K | Sell |
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|
2018
Q4 | $588K | Sell |
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|
2018
Q3 | $823K | Buy |
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|
2018
Q2 | $165K | Buy |
|
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|
2018
Q1 | $134K | Hold |
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|
2017
Q4 | $135K | Hold |
|
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|
2017
Q3 | $134K | Hold |
|
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|
2017
Q2 | $131K | Buy |
|
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|
2017
Q1 | $111K | Hold |
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|
2016
Q4 | $107K | Hold |
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|
2016
Q3 | $108K | Buy |
|