Congress Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Congress Wealth Management’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 Q2	$217K	Hold
2025 Q1	$203K	Hold
2024 Q4	$202K	Sell
2024 Q3	$209K	Buy
2022 Q2	–	Sell
2022 Q1	$311K	Sell
2021 Q4	$332K	Buy