EPG Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $34.5K | Hold |
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|
2024
Q4 | $34.4K | Hold |
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|
2024
Q3 | $35.5K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $114K | Hold |
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|
2023
Q4 | $109K | Hold |
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|
2023
Q3 | $101K | Hold |
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|
2023
Q2 | $106K | Sell |
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|
2023
Q1 | $154K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $34K | Hold |
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|
2021
Q3 | $33K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $25K | Sell |
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|
2019
Q4 | $43K | Buy |
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