Elevate Wealth Advisory’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 | $394K | Buy |
6,400
+64
| +1% | +$3.94K | 0.28% | 51 |
|
|
2025
Q1 | $365K | Buy |
6,336
+28
| +0.4% | +$1.61K | 0.26% | 55 |
|
|
2024
Q4 | $362K | Sell |
6,308
-50
| -0.8% | -$2.87K | 0.27% | 49 |
|
|
2024
Q3 | $377K | Buy |
6,358
+20
| +0.3% | +$1.19K | 0.28% | 46 |
|
|
2024
Q2 | $357K | Sell |
6,338
-80
| -1% | -$4.51K | 0.29% | 44 |
|
|
2024
Q1 | $357K | Buy |
6,418
+16
| +0.2% | +$891 | 0.31% | 41 |
|
|
2023
Q4 | $341K | Buy |
+6,402
| New | +$341K | 0.31% | 43 |
|