Cassaday & Co Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Cassaday & Co Wealth Management’s Portfolio AOR Stock Details AOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$168K	Buy
2024 Q2	–	Sell
2024 Q1	$244K	Hold
2023 Q4	$233K	Buy
2023 Q3	$212K	Buy
2023 Q2	$220K	Buy
2023 Q1	$214K	Hold
2022 Q4	$202K	Buy