Focus Partners Wealth
AOR icon

Focus Partners Wealth’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Focus Partners Wealth’s Portfolio AOR Stock Details AOR Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4.32M Buy
2025
Q2 		$3.23M Buy
2025
Q1 		$2.85M Sell
2024
Q4 		$2.9M Buy
2024
Q3 		– Sell
2024
Q2 		$5.38M Buy
2024
Q1 		$2.72M Buy