Fidato Wealth’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Fidato Wealth’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	$728K	Sell
2025 Q2	$760K	Sell
2025 Q1	$720K	Sell
2024 Q4	$761K	Sell
2024 Q3	$827K	Buy
2024 Q2	$784K	Buy
2024 Q1	$705K	Buy
2023 Q4	$621K	Buy
2022 Q4	$207K	Buy