Delta Asset Management’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 | $6.16K | Hold |
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|
2025
Q1 | $5.76K | Sell |
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|
2024
Q4 | $6.88K | Sell |
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|
2024
Q3 | $10.1K | Sell |
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|
2024
Q2 | $13.5K | Sell |
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|
2024
Q1 | $14.8K | Hold |
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|
2023
Q4 | $14.1K | Sell |
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|
2023
Q3 | $14.8K | Sell |
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|
2023
Q2 | $17.5K | Hold |
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|
2023
Q1 | $17K | Sell |
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|
2022
Q4 | $17K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $23K | Hold |
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|
2021
Q3 | $22K | Sell |
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|
2021
Q2 | $27K | Hold |
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|
2021
Q1 | $25K | Sell |
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|
2020
Q4 | $27K | Sell |
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|
2020
Q3 | $27K | Sell |
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|
2020
Q2 | $30K | Sell |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $34K | Buy |
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