CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’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 | $981K | Sell |
15,926
-464
| -3% | -$28.6K | 0.02% | 164 |
|
|
2025
Q1 | $944K | Sell |
16,390
-114
| -0.7% | -$6.56K | 0.02% | 156 |
|
|
2024
Q4 | $946K | Sell |
16,504
-185
| -1% | -$10.6K | 0.02% | 149 |
|
|
2024
Q3 | $989K | Buy |
16,689
+301
| +2% | +$17.8K | 0.02% | 141 |
|
|
2024
Q2 | $923K | Sell |
16,388
-1,367
| -8% | -$77K | 0.02% | 138 |
|
|
2024
Q1 | $988K | Sell |
17,755
-6,277
| -26% | -$349K | 0.02% | 133 |
|
|
2023
Q4 | $1.28M | Sell |
24,032
-1,258
| -5% | -$66.9K | 0.03% | 121 |
|
|
2023
Q3 | $1.25M | Buy |
25,290
+4,366
| +21% | +$216K | 0.04% | 114 |
|
|
2023
Q2 | $1.08M | Buy |
20,924
+4,027
| +24% | +$207K | 0.03% | 125 |
|
|
2023
Q1 | $845K | Sell |
16,897
-2,717
| -14% | -$136K | 0.02% | 142 |
|
|
2022
Q4 | $925K | Buy |
19,614
+1,404
| +8% | +$66.2K | 0.03% | 137 |
|
|
2022
Q3 | $815K | Buy |
18,210
+694
| +4% | +$31.1K | 0.1% | 62 |
|
|
2022
Q2 | $841K | Buy |
17,516
+1,068
| +6% | +$51.3K | 0.03% | 139 |
|
|
2022
Q1 | $888K | Buy |
16,448
+2,865
| +21% | +$155K | 0.03% | 148 |
|
|
2021
Q4 | $775K | Buy |
13,583
+4,587
| +51% | +$262K | 0.03% | 137 |
|
|
2021
Q3 | $499K | Buy |
8,996
+4,576
| +104% | +$254K | 0.02% | 225 |
|
|
2021
Q2 | $248K | Buy |
+4,420
| New | +$248K | 0.01% | 289 |
|