Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		$555K Sell
2025
Q1 		$681K Buy
2024
Q4 		$577K Buy
2024
Q3 		$534K Sell
2024
Q2 		$519K Sell
2024
Q1 		$527K Sell
2023
Q4 		$557K Buy
2023
Q3 		$384K Buy