Center for Financial Planning’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
2025 Q2	$212K	Buy	3,449 +79	+2%	+$4.86K	0.02%	161
2025 Q1	$194K	Hold	3,370	–	–	0.02%	156
2024 Q4	$193K	Buy	3,370 +50	+2%	+$2.87K	0.03%	156
2024 Q3	$197K	Buy	3,320 +25	+0.8%	+$1.48K	0.03%	152
2024 Q2	$186K	Buy	+3,295	New	+$186K	0.03%	152