CWM
Congress Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
3,526
| – | – | ﹤0.01% | 1135 |
|
|
2025
Q1 | $203K | Hold |
3,526
| – | – | ﹤0.01% | 1032 |
|
|
2024
Q4 | $202K | Sell |
3,526
-1
| -0% | -$57 | ﹤0.01% | 857 |
|
|
2024
Q3 | $209K | Buy |
+3,527
| New | +$209K | ﹤0.01% | 811 |
|
|
2022
Q2 | – | Sell |
-5,773
| Closed | -$311K | – | 553 |
|
|
2022
Q1 | $311K | Sell |
5,773
-27
| -0.5% | -$1.46K | 0.01% | 510 |
|
|
2021
Q4 | $332K | Buy |
+5,800
| New | +$332K | 0.01% | 514 |
|