Fiduciary Financial Group’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
$516K Sell
2025
Q2
$508K Buy
2025
Q1
$438K Buy
2024
Q4
$442K Buy
2024
Q3
$442K Buy
2024
Q2
$427K Buy