Corrigan Financial’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
$652K Sell
2024
Q4
$653K Buy
2024
Q3
$662K Buy
2024
Q2
$568K Hold
2024
Q1
$568K Buy
2023
Q3
Sell
2023
Q2
$409K Sell
2023
Q1
$437K Buy
2022
Q4
$383K Sell
2022
Q3
$377K Buy
2022
Q2
$393K Buy
2022
Q1
$439K Sell
2021
Q4
$503K Buy
2021
Q3
$441K Buy
2021
Q2
$442K Buy
2021
Q1
$295K Buy