CarsonAllaria Wealth 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 | $209K | Buy |
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|
2025
Q2 | $184K | Buy |
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|
2025
Q1 | $171K | Hold |
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|
2024
Q4 | $170K | Sell |
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|
2024
Q3 | $177K | Buy |
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|
2024
Q2 | $167K | Buy |
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|
2024
Q1 | $156K | Buy |
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|
2023
Q4 | $148K | Buy |
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|
2023
Q3 | $136K | Buy |
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|
2023
Q2 | $141K | Buy |
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|
2023
Q1 | $126K | Hold |
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|
2022
Q4 | $119K | Buy |
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|
2022
Q3 | $112K | Buy |
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|
2022
Q2 | $119K | Buy |
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|
2022
Q1 | $134K | Buy |
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|
2021
Q4 | $140K | Buy |
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