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

Fermata 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 Q3	$233K	Hold
2025 Q2	$223K	Sell
2025 Q1	$492K	Buy
2024 Q4	$207K	Hold
2024 Q3	$214K	Hold
2024 Q2	$204K	Hold
2024 Q1	$201K	Buy