Divergent Planning’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
Q3 | $393K | Sell |
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|
2025
Q2 | $376K | Buy |
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|
2025
Q1 | $336K | Hold |
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|
2024
Q4 | $339K | Buy |
|
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|
2024
Q3 | $330K | Sell |
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|
2024
Q2 | $317K | Buy |
|
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|
2024
Q1 | $291K | Sell |
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|
2023
Q4 | $299K | Sell |
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|
2023
Q3 | $293K | Buy |
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|
2023
Q2 | $305K | Sell |
|
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|
2023
Q1 | $296K | Buy |
|
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $312K | Sell |
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|
2022
Q2 | $362K | Buy |
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|
2022
Q1 | $400K | Buy |
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|
2021
Q4 | $382K | Buy |
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|
2021
Q3 | $369K | Buy |
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|
2021
Q2 | $361K | Buy |
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|
2021
Q1 | $341K | Sell |
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|
2020
Q4 | $396K | Buy |
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