EWM
Evermay Wealth Management’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 | $31.6K | Hold |
514
| – | – | ﹤0.01% | 350 |
|
|
2025
Q1 | $29.6K | Hold |
514
| – | – | ﹤0.01% | 362 |
|
|
2024
Q4 | $29.5K | Hold |
514
| – | – | ﹤0.01% | 356 |
|
|
2024
Q3 | $30.5K | Hold |
514
| – | – | ﹤0.01% | 371 |
|
|
2024
Q2 | $28.9K | Hold |
514
| – | – | ﹤0.01% | 384 |
|
|
2024
Q1 | $28.6K | Hold |
514
| – | – | ﹤0.01% | 397 |
|
|
2023
Q4 | $27.3K | Hold |
514
| – | – | 0.01% | 374 |
|
|
2023
Q3 | $25.4K | Hold |
514
| – | – | 0.01% | 361 |
|
|
2023
Q2 | $26.4K | Hold |
514
| – | – | 0.01% | 359 |
|
|
2023
Q1 | $25.7K | Hold |
514
| – | – | 0.01% | 348 |
|
|
2022
Q4 | $24.2K | Hold |
514
| – | – | ﹤0.01% | 354 |
|
|
2022
Q3 | $23K | Hold |
514
| – | – | ﹤0.01% | 337 |
|
|
2022
Q2 | $25K | Sell |
514
-11,383
| -96% | -$554K | ﹤0.01% | 328 |
|
|
2022
Q1 | $642K | Buy |
11,897
+11,724
| +6,777% | +$633K | 0.11% | 90 |
|
|
2021
Q4 | $10K | Buy |
+173
| New | +$10K | ﹤0.01% | 406 |
|