CIBC Private Wealth Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.3K | Hold |
1,158
| – | – | ﹤0.01% | 1532 |
|
|
2025
Q1 | $61.8K | Sell |
1,158
-32
| -3% | -$1.71K | ﹤0.01% | 1558 |
|
|
2024
Q4 | $68.3K | Hold |
1,190
| – | – | ﹤0.01% | 1562 |
|
|
2024
Q3 | $70.5K | Hold |
1,190
| – | – | ﹤0.01% | 1643 |
|
|
2024
Q2 | $67.5K | Hold |
1,190
| – | – | ﹤0.01% | 1556 |
|
|
2024
Q1 | $66K | Buy |
+1,190
| New | +$66K | ﹤0.01% | 1555 |
|