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

Clearstead Advisors’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$943K Hold
15,323
– – 0.01% 460
2025
Q1 		$882K Sell
15,323
-224
-1% -$12.9K 0.01% 443
2024
Q4 		$891K Buy
15,547
+224
+1% +$12.8K 0.01% 434
2024
Q3 		$908K Hold
15,323
– – 0.01% 438
2024
Q2 		$863K Buy
+15,323
New +$863K 0.01% 421