Corient Private Wealth’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
Q2 | $4.78M | Sell |
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|
2025
Q1 | $4.82M | Sell |
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|
2024
Q4 | $5.52M | Sell |
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|
2024
Q3 | $5.81M | Sell |
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|
2024
Q2 | $5.54M | Buy |
|
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|
2024
Q1 | $2.23M | Sell |
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|
2023
Q4 | $2.15M | Buy |
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|
2023
Q3 | $1.96M | Sell |
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|
2023
Q2 | $2.04M | Sell |
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|
2023
Q1 | $2.07M | Sell |
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|
2022
Q4 | $5.91M | Buy |
|