CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$978K Sell
2025
Q2
$981K Sell
2025
Q1
$944K Sell
2024
Q4
$946K Sell
2024
Q3
$989K Buy
2024
Q2
$923K Sell
2024
Q1
$988K Sell
2023
Q4
$1.28M Sell
2023
Q3
$1.25M Buy
2023
Q2
$1.08M Buy
2023
Q1
$845K Sell
2022
Q4
$925K Buy
2022
Q3
$815K Buy
2022
Q2
$841K Buy
2022
Q1
$888K Buy
2021
Q4
$775K Buy
2021
Q3
$499K Buy
2021
Q2
$248K Buy