FWM
FFT 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
Q1 | – | Sell |
-8,947
| Closed | -$513K | – | 111 |
|
|
2024
Q4 | $513K | Hold |
8,947
| – | – | 0.04% | 91 |
|
|
2024
Q3 | $530K | Hold |
8,947
| – | – | 0.04% | 82 |
|
|
2024
Q2 | $504K | Hold |
8,947
| – | – | 0.04% | 77 |
|
|
2024
Q1 | $498K | Hold |
8,947
| – | – | 0.04% | 77 |
|
|
2023
Q4 | $476K | Hold |
8,947
| – | – | 0.04% | 62 |
|
|
2023
Q3 | $442K | Hold |
8,947
| – | – | 0.06% | 49 |
|
|
2023
Q2 | $460K | Buy |
8,947
+570
| +7% | +$29.3K | 0.06% | 45 |
|
|
2023
Q1 | $419K | Buy |
+8,377
| New | +$419K | 0.05% | 48 |
|