Cornerstone Planning Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
6,058
+111
| +2% | +$6.84K | 0.08% | 57 |
|
|
2025
Q1 | $335K | Sell |
5,947
-872
| -13% | -$49.2K | 0.08% | 62 |
|
|
2024
Q4 | $398K | Buy |
6,819
+118
| +2% | +$6.88K | 0.1% | 46 |
|
|
2024
Q3 | $391K | Buy |
6,701
+1,279
| +24% | +$74.7K | 0.1% | 45 |
|
|
2024
Q2 | $299K | Buy |
5,422
+331
| +7% | +$18.3K | 0.09% | 63 |
|
|
2024
Q1 | $279K | Sell |
5,091
-100
| -2% | -$5.47K | 0.09% | 58 |
|
|
2023
Q4 | $276K | Buy |
5,191
+747
| +17% | +$39.7K | 0.09% | 70 |
|
|
2023
Q3 | $220K | Buy |
4,444
+598
| +16% | +$29.5K | 0.08% | 74 |
|
|
2023
Q2 | $198K | Buy |
+3,846
| New | +$198K | 0.08% | 92 |
|
|
2022
Q4 | $211K | Buy |
+4,297
| New | +$211K | 0.09% | 96 |
|