Farther Finance Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
5,832
-417
| -7% | -$25.7K | 0.01% | 1082 |
|
|
2025
Q1 | $361K | Buy |
6,249
+3,650
| +140% | +$211K | 0.01% | 945 |
|
|
2024
Q4 | $149K | Buy |
2,599
+2,365
| +1,011% | +$136K | 0.01% | 1131 |
|
|
2024
Q3 | $13.8K | Buy |
234
+129
| +123% | +$7.63K | ﹤0.01% | 2220 |
|
|
2024
Q2 | $5.92K | Buy |
105
+65
| +163% | +$3.66K | ﹤0.01% | 2324 |
|
|
2024
Q1 | $2.23K | Sell |
40
-119
| -75% | -$6.63K | ﹤0.01% | 2446 |
|
|
2023
Q4 | $8.47K | Buy |
159
+119
| +298% | +$6.34K | ﹤0.01% | 1691 |
|
|
2023
Q3 | $1.98K | Hold |
40
| – | – | ﹤0.01% | 1861 |
|
|
2023
Q2 | $2.06K | Buy |
40
+38
| +1,900% | +$1.96K | ﹤0.01% | 1743 |
|
|
2023
Q1 | $106 | Buy |
+2
| New | +$106 | ﹤0.01% | 2280 |
|