CBIZ Investment Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4	Closed	-$225	–	405
2024 Q2	$225	Hold	4	–	–	﹤0.01%	393
2024 Q1	$223	Buy	+4	New	+$223	﹤0.01%	351