Fidato Wealth’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 | $760K | Sell |
12,348
-166
| -1% | -$10.2K | 0.54% | 7 |
|
|
2025
Q1 | $720K | Sell |
12,514
-763
| -6% | -$43.9K | 0.55% | 10 |
|
|
2024
Q4 | $761K | Sell |
13,277
-681
| -5% | -$39K | 0.57% | 9 |
|
|
2024
Q3 | $827K | Buy |
13,958
+34
| +0.2% | +$2.01K | 0.66% | 7 |
|
|
2024
Q2 | $784K | Buy |
13,924
+1,254
| +10% | +$70.6K | 0.69% | 7 |
|
|
2024
Q1 | $705K | Buy |
12,670
+994
| +9% | +$55.3K | 0.63% | 8 |
|
|
2023
Q4 | $621K | Buy |
+11,676
| New | +$621K | 0.59% | 8 |
|
|
2022
Q4 | $207K | Buy |
+4,395
| New | +$207K | 0.26% | 7 |
|