Divergent Planning’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 | $376K | Buy |
6,117
+141
| +2% | +$8.68K | 0.11% | 25 |
|
|
2025
Q1 | $336K | Hold |
5,976
| – | – | 0.11% | 23 |
|
|
2024
Q4 | $339K | Buy |
5,976
+363
| +6% | +$20.6K | 0.12% | 22 |
|
|
2024
Q3 | $330K | Sell |
5,613
-10
| -0.2% | -$587 | 0.12% | 24 |
|
|
2024
Q2 | $317K | Buy |
5,623
+379
| +7% | +$21.4K | 0.13% | 21 |
|
|
2024
Q1 | $291K | Sell |
5,244
-411
| -7% | -$22.8K | 0.12% | 21 |
|
|
2023
Q4 | $299K | Sell |
5,655
-310
| -5% | -$16.4K | 0.14% | 17 |
|
|
2023
Q3 | $293K | Buy |
5,965
+46
| +0.8% | +$2.26K | 0.16% | 15 |
|
|
2023
Q2 | $305K | Sell |
5,919
-7
| -0.1% | -$360 | 0.16% | 18 |
|
|
2023
Q1 | $296K | Buy |
5,926
+166
| +3% | +$8.31K | 0.17% | 16 |
|
|
2022
Q4 | $272K | Sell |
5,760
-1,213
| -17% | -$57.2K | 0.17% | 18 |
|
|
2022
Q3 | $312K | Sell |
6,973
-559
| -7% | -$25K | 0.23% | 18 |
|
|
2022
Q2 | $362K | Buy |
7,532
+146
| +2% | +$7.02K | 0.26% | 13 |
|
|
2022
Q1 | $400K | Buy |
7,386
+701
| +10% | +$38K | 0.26% | 13 |
|
|
2021
Q4 | $382K | Buy |
6,685
+27
| +0.4% | +$1.54K | 0.28% | 12 |
|
|
2021
Q3 | $369K | Buy |
6,658
+170
| +3% | +$9.42K | 0.3% | 11 |
|
|
2021
Q2 | $361K | Buy |
6,488
+279
| +4% | +$15.5K | 0.29% | 11 |
|
|
2021
Q1 | $341K | Sell |
6,209
-1,375
| -18% | -$75.5K | 0.29% | 10 |
|
|
2020
Q4 | $396K | Buy |
+7,584
| New | +$396K | 0.38% | 10 |
|