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 |
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|
2025
Q2 | $981K | Sell |
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2025
Q1 | $944K | Sell |
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|
2024
Q4 | $946K | Sell |
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|
2024
Q3 | $989K | Buy |
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|
2024
Q2 | $923K | Sell |
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|
2024
Q1 | $988K | Sell |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $845K | Sell |
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|
2022
Q4 | $925K | Buy |
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|
2022
Q3 | $815K | Buy |
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|
2022
Q2 | $841K | Buy |
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|
2022
Q1 | $888K | Buy |
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|
2021
Q4 | $775K | Buy |
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|
2021
Q3 | $499K | Buy |
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|
2021
Q2 | $248K | Buy |
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