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Essential Planning’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Essential Planning’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-62,064
Closed -$3.63M – 91
2024
Q4 		$3.63M Buy
+62,064
New +$3.63M 0.02% 144