Eight 31 Financial’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 | $6.05M | Sell |
98,218
-576
| -0.6% | -$35.5K | 3.99% | 12 |
|
|
2025
Q1 | $5.69M | Buy |
98,794
+94,645
| +2,281% | +$5.45M | 3.64% | 12 |
|
|
2024
Q4 | $238K | Buy |
4,149
+73
| +2% | +$4.18K | 0.18% | 57 |
|
|
2024
Q3 | $241K | Buy |
4,076
+58
| +1% | +$3.44K | 0.19% | 56 |
|
|
2024
Q2 | $226K | Sell |
4,018
-471
| -10% | -$26.5K | 0.17% | 69 |
|
|
2024
Q1 | $250K | Buy |
+4,489
| New | +$250K | 0.16% | 78 |
|