Fidelity Investments’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $373K | Buy |
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|
2025
Q2 | $325K | Buy |
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|
2025
Q1 | $160K | Buy |
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|
2024
Q4 | $109K | Buy |
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|
2024
Q3 | $81.6K | Buy |
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|
2024
Q2 | $77.6K | Sell |
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|
2024
Q1 | $76.7K | Hold |
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|
2023
Q4 | $73.3K | Hold |
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|
2023
Q3 | $68.1K | Sell |
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|
2023
Q2 | $74.2K | Buy |
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|
2023
Q1 | $72.1K | Sell |
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|
2022
Q4 | $248K | Sell |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $291K | Sell |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $299K | Buy |
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|
2021
Q2 | $302K | Buy |
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|
2021
Q1 | $289K | Sell |
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|
2020
Q4 | $420K | Buy |
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|
2020
Q3 | $300K | Sell |
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|
2020
Q2 | $288K | Sell |
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|
2020
Q1 | $307K | Hold |
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|
2019
Q4 | $355K | Hold |
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|
2019
Q3 | $342K | Sell |
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|
2019
Q2 | $342K | Sell |
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|
2019
Q1 | $354K | Buy |
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|
2018
Q4 | $149K | Sell |
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|
2018
Q3 | $177K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $574K | Buy |
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