Elevation Wealth Partners’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 | $83.7K | Buy |
1,360
+530
| +64% | +$32.6K | 0.03% | 189 |
|
|
2025
Q1 | $47.8K | Buy |
830
+1
| +0.1% | +$58 | 0.02% | 228 |
|
|
2024
Q4 | $47.5K | Buy |
829
+12
| +1% | +$688 | 0.02% | 235 |
|
|
2024
Q3 | $48.4K | Buy |
817
+6
| +0.7% | +$355 | 0.02% | 224 |
|
|
2024
Q2 | $45.7K | Buy |
811
+4
| +0.5% | +$225 | 0.02% | 220 |
|
|
2024
Q1 | $45K | Buy |
807
+169
| +26% | +$9.41K | 0.02% | 229 |
|
|
2023
Q4 | $31.5K | Hold |
638
| – | – | 0.02% | 240 |
|
|
2023
Q3 | $31.5K | Sell |
638
-140
| -18% | -$6.92K | 0.03% | 177 |
|
|
2023
Q2 | $40K | Buy |
778
+3
| +0.4% | +$154 | 0.03% | 172 |
|
|
2023
Q1 | $38.8K | Buy |
+775
| New | +$38.8K | 0.04% | 181 |
|