DHJJ Financial Advisors’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 | $28.3K | Sell |
460
-7
| -1% | -$431 | 0.01% | 429 |
|
|
2025
Q1 | $26.9K | Sell |
467
-113
| -19% | -$6.51K | 0.01% | 400 |
|
|
2024
Q4 | $33.2K | Sell |
580
-15
| -3% | -$860 | 0.01% | 363 |
|
|
2024
Q3 | $35.2K | Sell |
595
-10
| -2% | -$592 | 0.01% | 354 |
|
|
2024
Q2 | $34.1K | Hold |
605
| – | – | 0.01% | 319 |
|
|
2024
Q1 | $33.7K | Sell |
605
-135
| -18% | -$7.52K | 0.01% | 312 |
|
|
2023
Q4 | $39.4K | Sell |
740
-32
| -4% | -$1.7K | 0.02% | 284 |
|
|
2023
Q3 | $38.1K | Buy |
+772
| New | +$38.1K | 0.02% | 275 |
|