Commonwealth Equity Services’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 | $4.72M | Sell |
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|
2025
Q2 | $5.38M | Buy |
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|
2025
Q1 | $5M | Sell |
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|
2024
Q4 | $5.1M | Buy |
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|
2024
Q3 | $4.59M | Sell |
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|
2024
Q2 | $4.51M | Sell |
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|
2024
Q1 | $4.62M | Buy |
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|
2023
Q4 | $4.27M | Sell |
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|
2023
Q3 | $4.14M | Buy |
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|
2023
Q2 | $4.19M | Buy |
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|
2023
Q1 | $3.96K | Sell |
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|
2022
Q4 | $4.17M | Sell |
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|
2022
Q3 | $4.16M | Sell |
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|
2022
Q2 | $4.79M | Sell |
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|
2022
Q1 | $5.89M | Sell |
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|
2021
Q4 | $8.65M | Buy |
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|
2021
Q3 | $6.42M | Buy |
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|
2021
Q2 | $6.21M | Sell |
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|
2021
Q1 | $6.46M | Sell |
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|
2020
Q4 | $7.62M | Sell |
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|
2020
Q3 | $7.19M | Sell |
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|
2020
Q2 | $7.09M | Sell |
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|
2020
Q1 | $7M | Sell |
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|
2019
Q4 | $9.65M | Buy |
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|
2019
Q3 | $9.06M | Sell |
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|
2019
Q2 | $10.2M | Sell |
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|
2019
Q1 | $10.2M | Sell |
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|
2018
Q4 | $9.88M | Buy |
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|
2018
Q3 | $7.23M | Buy |
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|
2018
Q2 | $6.37M | Buy |
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|
2018
Q1 | $6.34M | Buy |
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|
2017
Q4 | $5.98M | Buy |
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|
2017
Q3 | $5.6M | Buy |
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|
2017
Q2 | $5.29M | Buy |
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|
2017
Q1 | $5.08M | Buy |
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|
2016
Q4 | $4.75M | Buy |
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|
2016
Q3 | $4.4M | Buy |
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|
2016
Q2 | $3.39M | Buy |
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|
2016
Q1 | $2.34M | Sell |
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|
2015
Q4 | $2.77M | Buy |
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|
2015
Q3 | $1.59M | Buy |
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|
2015
Q2 | $1.07M | Buy |
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|
2015
Q1 | $800K | Buy |
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|
2014
Q4 | $739K | Buy |
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|
2014
Q3 | $643K | Sell |
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|
2014
Q2 | $701K | Sell |
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|
2014
Q1 | $735K | Buy |
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|
2013
Q4 | $562K | Buy |
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|
2013
Q3 | $515K | Buy |
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|
2013
Q2 | $417K | Buy |
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