First Heartland Consultants’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 | $1.29M | Buy |
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|
2025
Q2 | $457K | Buy |
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|
2025
Q1 | $295K | Sell |
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|
2024
Q4 | $295K | Buy |
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|
2024
Q3 | $279K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.21M | Sell |
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|
2019
Q3 | $3.47M | Sell |
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|
2019
Q2 | $3.5M | Sell |
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|
2019
Q1 | $3.41M | Sell |
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|
2018
Q4 | $3.49M | Hold |
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|
2018
Q3 | $3.81M | Buy |
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|
2018
Q2 | $3.66M | Buy |
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|
2018
Q1 | $3.35M | Buy |
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|
2017
Q4 | $3.12M | Buy |
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|
2017
Q3 | $2.93M | Buy |
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|
2017
Q2 | $2.72M | Buy |
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|
2017
Q1 | $1.88M | Buy |
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|
2016
Q4 | $258K | Sell |
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|
2016
Q3 | $278K | Sell |
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|
2016
Q2 | $1.93K | Buy |
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