Comprehensive Financial Planning’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$41.6K	Buy	676 +4	+0.6%	+$246	0.03%	161
2025 Q1	$38.7K	Sell	672 -4	-0.6%	-$230	0.04%	147
2024 Q4	$38.7K	Buy	+676	New	+$38.7K	0.03%	167