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

Compass Ion Advisors’s Portfolio AOR Stock Details AOR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,553
Closed -$266K – 50
2019
Q4 		$266K Buy
+5,553
New +$266K 0.14% 42