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Elevation Wealth Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Elevation Wealth Partners’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$122K Buy
1,748
+4
+0.2% +$272 0.04% 172
2026
Q1 		$112K Buy
1,744
+366
+27% +$24.1K 0.04% 162
2025
Q4 		$89.6K Buy
1,378
+12
+0.9% +$779 0.03% 176
2025
Q3 		$88K Buy
1,366
+6
+0.4% +$375 0.03% 188
2025
Q2 		$83.7K Buy
1,360
+530
+64% +$31K 0.03% 189
2025
Q1 		$47.8K Buy
830
+1
+0.1% +$58 0.02% 228
2024
Q4 		$47.5K Buy
829
+12
+1% +$703 0.02% 235
2024
Q3 		$48.4K Buy
817
+6
+0.7% +$344 0.02% 224
2024
Q2 		$45.7K Buy
811
+4
+0.5% +$221 0.02% 220
2024
Q1 		$45K Buy
807
+169
+26% +$9.11K 0.02% 229
2023
Q4 		$31.5K Hold
638
– – 0.02% 240
2023
Q3 		$31.5K Sell
638
-140
-18% -$7.13K 0.03% 177
2023
Q2 		$40K Buy
778
+3
+0.4% +$151 0.03% 172
2023
Q1 		$38.8K Buy
+775
New +$38.1K 0.04% 181

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BCM
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FHC
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FHC
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WFS
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SWM
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