EP Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

EP Wealth Advisors’s Portfolio AOR Stock Details AOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.95M	Buy
2021 Q1	–	Sell
2020 Q4	$489K	Hold
2020 Q3	$454K	Sell
2020 Q2	$504K	Sell
2020 Q1	$723K	Buy