EverSource Wealth Advisors’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 | $49.4K | Hold |
802
| – | – | ﹤0.01% | 1619 |
|
|
2025
Q1 | $46.2K | Sell |
802
-86
| -10% | -$4.95K | ﹤0.01% | 1273 |
|
|
2024
Q4 | $50.9K | Buy |
888
+876
| +7,300% | +$50.2K | ﹤0.01% | 1182 |
|
|
2024
Q3 | $711 | Sell |
12
-18
| -60% | -$1.07K | ﹤0.01% | 2788 |
|
|
2024
Q2 | $1.71K | Buy |
30
+12
| +67% | +$685 | ﹤0.01% | 2604 |
|
|
2024
Q1 | $968 | Buy |
+18
| New | +$968 | ﹤0.01% | 2592 |
|