Equitable Holdings’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 | $1.44M | Buy |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $936K | Buy |
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|
2024
Q2 | $728K | Buy |
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|
2024
Q1 | $476K | Buy |
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|
2023
Q4 | $388K | Buy |
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|
2023
Q3 | $333K | Buy |
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $293K | Sell |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $351K | Sell |
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|
2021
Q3 | $360K | Buy |
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|
2021
Q2 | $359K | Buy |
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|
2021
Q1 | $266K | Buy |
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