FFA
First Foundation Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
72,206
+214
| +0.3% | +$13.2K | 0.16% | 92 |
|
|
2025
Q1 | $4.14M | Sell |
71,992
-2,888
| -4% | -$166K | 0.17% | 92 |
|
|
2024
Q4 | $4.29M | Buy |
74,880
+2,779
| +4% | +$159K | 0.16% | 94 |
|
|
2024
Q3 | $4.27M | Buy |
72,101
+6,150
| +9% | +$364K | 0.16% | 86 |
|
|
2024
Q2 | $3.71M | Sell |
65,951
-158
| -0.2% | -$8.9K | 0.14% | 89 |
|
|
2024
Q1 | $3.68M | Buy |
66,109
+5,845
| +10% | +$325K | 0.15% | 82 |
|
|
2023
Q4 | $3.21M | Buy |
60,264
+8,042
| +15% | +$428K | 0.15% | 88 |
|
|
2023
Q3 | $2.58M | Sell |
52,222
-9,362
| -15% | -$463K | 0.12% | 105 |
|
|
2023
Q2 | $3.17M | Sell |
61,584
-914
| -1% | -$47K | 0.14% | 100 |
|
|
2023
Q1 | $3.13M | Sell |
62,498
-19,181
| -23% | -$960K | 0.14% | 99 |
|
|
2022
Q4 | $3.85M | Buy |
+81,679
| New | +$3.85M | 0.18% | 90 |
|