EisnerAmper Wealth Management Corporate Benefits’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
2023
Q4
$283K Sell
5,319
-10,169
-66% -$541K 0.1% 60
2023
Q3
$765K Buy
+15,488
New +$765K 0.34% 44