Concourse Financial Group Securities’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell
2024 Q4	$109K	Hold
2024 Q3	$110K	Hold
2024 Q2	$105K	Sell
2024 Q1	$138K	Hold
2023 Q4	$132K	Hold
2023 Q3	$123K	Hold
2023 Q2	$128K	Buy
2023 Q1	$93.2K	Hold
2022 Q4	$87.9K	Hold
2022 Q3	$83K	Hold
2022 Q2	$89K	Hold
2022 Q1	$101K	Hold
2021 Q4	$106K	Sell
2021 Q3	$160K	Buy
2021 Q2	$81K	Hold
2021 Q1	$77K	Buy
2020 Q4	–	Hold
2020 Q3	–	Hold
2020 Q2	–	Hold
2020 Q1	–	Hold
2019 Q4	–	Hold
2019 Q3	–	Hold
2019 Q2	–	Hold
2019 Q1	–	Hold
2018 Q4	–	Hold
2018 Q3	–	Hold