Dakota Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Dakota Wealth Management’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.45M	Sell
2025 Q2	$3.82M	Sell
2025 Q1	$4.73M	Sell
2024 Q4	$4.74M	Sell
2024 Q3	$5.07M	Sell
2024 Q2	$4.88M	Sell
2024 Q1	$5.05M	Sell
2023 Q4	$4.9M	Sell
2023 Q3	$4.59M	Buy