FPAS
Focus Partners Advisor Solutions’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 | $2.86M | Sell |
46,379
-1,743
| -4% | -$107K | 0.04% | 220 |
|
|
2025
Q1 | $2.77M | Buy |
48,122
+5,230
| +12% | +$301K | 0.04% | 204 |
|
|
2024
Q4 | $2.46M | Sell |
42,892
-5,241
| -11% | -$300K | 0.04% | 200 |
|
|
2024
Q3 | $2.85M | Sell |
48,133
-7,675
| -14% | -$455K | 0.06% | 151 |
|
|
2024
Q2 | $3.14M | Buy |
55,808
+49,968
| +856% | +$2.81M | 0.08% | 121 |
|
|
2024
Q1 | $325K | Buy |
+5,840
| New | +$325K | 0.01% | 446 |
|