CWA
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Centerline Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Centerline Wealth Advisors’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.28M Sell
150,756
-102,079
-40% -$6.29M 4.56% 7
2025
Q1 		$14.6M Sell
252,835
-131
-0.1% -$7.54K 8.68% 4
2024
Q4 		$14.7M Buy
+252,966
New +$14.7M 8.6% 4