Focus Financial Network’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 | $1.29M | Sell |
21,023
-3,098
| -13% | -$191K | 0.05% | 258 |
|
|
2025
Q1 | $1.39M | Sell |
24,121
-7,220
| -23% | -$416K | 0.06% | 237 |
|
|
2024
Q4 | $1.8M | Sell |
31,341
-29,996
| -49% | -$1.72M | 0.07% | 194 |
|
|
2024
Q3 | $3.63M | Buy |
+61,337
| New | +$3.63M | 0.15% | 120 |
|
|
2024
Q2 | – | Sell |
-59,710
| Closed | -$3.19M | – | 658 |
|
|
2024
Q1 | $3.19M | Buy |
+59,710
| New | +$3.19M | 0.16% | 119 |
|