CX Institutional’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	$487K	Sell	7,911 -126	-2%	-$7.76K	0.02%	377
2025 Q1	$463K	Buy	+8,037	New	+$463K	0.02%	384
2022 Q3	–	Sell	-196	Closed	-$9K	–	490
2022 Q2	$9K	Buy	+196	New	+$9K	﹤0.01%	960