Center for Financial Planning’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Center for Financial Planning’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
2025 Q3	$224K	Buy
2025 Q2	$212K	Buy
2025 Q1	$194K	Hold
2024 Q4	$193K	Buy
2024 Q3	$197K	Buy
2024 Q2	$186K	Buy