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Empirical Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Empirical Wealth Management’s Portfolio AOR Stock Details AOR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$243K Hold
3,950
– – 0.01% 578
2025
Q1 		$227K Sell
3,950
-380
-9% -$21.9K 0.01% 573
2024
Q4 		$248K Buy
+4,330
New +$248K 0.01% 538