CoreCap Advisors’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 | $416K | Buy |
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|
2025
Q2 | $334K | Buy |
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|
2025
Q1 | $289K | Buy |
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|
2024
Q4 | $243K | Buy |
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|
2024
Q3 | $246K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $220K | Buy |
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|
2022
Q4 | $122K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $36K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $150K | Buy |
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