Elevate Wealth Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Elevate Wealth Advisory’s Portfolio AOR Stock Details AOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$413K	Buy
2025 Q2	$394K	Buy
2025 Q1	$365K	Buy
2024 Q4	$362K	Sell
2024 Q3	$377K	Buy
2024 Q2	$357K	Sell
2024 Q1	$357K	Buy
2023 Q4	$341K	Buy