Elmwood Wealth Management’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
2022 Q1	–	Sell	-397	Closed	-$23K	–	122
2021 Q4	$23K	Buy	+397	New	+$23K	0.01%	239
2021 Q2	$10K	Buy	179 +107	+149%	+$5.98K	0.01%	258
2021 Q1	$4K	Buy	+72	New	+$4K	﹤0.01%	274