Financial Strategies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $233K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $300K | Sell |
|
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|
2022
Q4 | $284K | Buy |
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $312K | Buy |
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|
2021
Q4 | $317K | Sell |
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|
2021
Q3 | $666K | Sell |
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|
2021
Q2 | $697K | Sell |
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|
2021
Q1 | $688K | Buy |
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|
2020
Q4 | $655K | Buy |
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|
2020
Q3 | $584K | Buy |
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|
2020
Q2 | $558K | Buy |
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|
2020
Q1 | $486K | Buy |
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|
2019
Q4 | $553K | Buy |
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