Fiduciary Financial Group’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	$508K	Buy	8,247 +282	+4%	+$17.4K	0.09%	136
2025 Q1	$438K	Buy	7,965 +167	+2%	+$9.19K	0.1%	134
2024 Q4	$442K	Buy	7,798 +251	+3%	+$14.2K	0.1%	129
2024 Q3	$442K	Buy	7,547 +139	+2%	+$8.14K	0.1%	122
2024 Q2	$427K	Buy	+7,408	New	+$427K	0.1%	119