Coppell Advisory Solutions’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
Q1
Sell
2024
Q4
$1.32K Hold
2024
Q3
$1.36K Hold
2024
Q2
$1.29K Buy
2023
Q4
$7.5K Buy
2023
Q3
$1.08K Hold
2023
Q2
$1.18K Buy
2023
Q1
Sell
2022
Q4
$1.08K Buy