EFG
Ethos Financial Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Sell |
42,759
-2,058
| -5% | -$127K | 0.23% | 101 |
|
|
2025
Q1 | $2.57M | Hold |
44,817
| – | – | 0.25% | 98 |
|
|
2024
Q4 | $2.57M | Sell |
44,817
-49
| -0.1% | -$2.81K | 0.33% | 69 |
|
|
2024
Q3 | $2.66M | Sell |
44,866
-1,020
| -2% | -$60.4K | 0.44% | 49 |
|
|
2024
Q2 | $2.58M | Sell |
45,886
-1,742
| -4% | -$98.1K | 0.46% | 50 |
|
|
2024
Q1 | $2.65M | Buy |
+47,628
| New | +$2.65M | 0.5% | 48 |
|