Dorval Corp’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 | $374K | Hold |
6,079
| – | – | 0.13% | 31 |
|
2025
Q1 | $358K | Hold |
6,079
| – | – | 0.14% | 28 |
|
2024
Q4 | $348K | Hold |
6,079
| – | – | 0.14% | 28 |
|
2024
Q3 | $354K | Sell |
6,079
-215
| -3% | -$12.5K | 0.15% | 27 |
|
2024
Q2 | $350K | Hold |
6,294
| – | – | 0.15% | 23 |
|
2024
Q1 | $342K | Buy |
+6,294
| New | +$342K | 0.16% | 23 |
|