Consilium Wealth Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20M | Buy |
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|
2025
Q2 | $18.4M | Buy |
|
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|
2025
Q1 | $17M | Sell |
|
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|
2024
Q4 | $17.6M | Buy |
|
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|
2024
Q3 | $17.4M | Buy |
|
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|
2024
Q2 | $16.2M | Sell |
|
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|
2024
Q1 | $16.9M | Buy |
|
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|
2023
Q4 | $15.7M | Sell |
|
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|
2023
Q3 | $14.9M | Buy |
|
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|
2023
Q2 | $15.5M | Buy |
|
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|
2023
Q1 | $6.54M | Sell |
|
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|
2022
Q4 | $6.24M | Sell |
|
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|
2022
Q3 | $6.88M | Buy |
|
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|
2022
Q2 | $1.89M | Sell |
|
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|
2022
Q1 | $5.98M | Buy |
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|
2021
Q4 | $4.99M | Buy |
|