EverSource Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

EverSource Wealth Advisors’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$49.4K	Hold
2025 Q1	$46.2K	Sell
2024 Q4	$50.9K	Buy
2024 Q3	$711	Sell
2024 Q2	$1.71K	Buy
2024 Q1	$968	Buy