Focus Partners Wealth’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 | $3.23M | Buy |
52,406
+2,952
| +6% | +$182K | 0.01% | 785 |
|
|
2025
Q1 | $2.85M | Sell |
49,454
-1,143
| -2% | -$65.8K | 0.01% | 758 |
|
|
2024
Q4 | $2.9M | Buy |
+50,597
| New | +$2.9M | 0.01% | 749 |
|
|
2024
Q3 | – | Sell |
-94,606
| Closed | -$5.38M | – | 1560 |
|
|
2024
Q2 | $5.38M | Buy |
94,606
+45,703
| +93% | +$2.6M | 0.02% | 485 |
|
|
2024
Q1 | $2.72M | Buy |
+48,903
| New | +$2.72M | 0.02% | 432 |
|