Clear Point Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Clear Point Advisors’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$228K	Buy
2025 Q1	$213K	Sell
2024 Q4	$303K	Sell
2024 Q3	$319K	Buy
2024 Q2	$284K	Buy
2024 Q1	$275K	Buy
2023 Q4	$262K	Buy