DHJJ Financial Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

DHJJ Financial Advisors’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	$29.6K	Hold
2025 Q2	$28.3K	Sell
2025 Q1	$26.9K	Sell
2024 Q4	$33.2K	Sell
2024 Q3	$35.2K	Sell
2024 Q2	$34.1K	Hold
2024 Q1	$33.7K	Sell
2023 Q4	$39.4K	Sell
2023 Q3	$38.1K	Buy