Fort Henry Capital’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 | $3.7M | Buy |
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|
2025
Q2 | $3.53M | Buy |
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|
2025
Q1 | $3.28M | Buy |
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|
2024
Q4 | $3.21M | Sell |
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|
2024
Q3 | $3.53M | Sell |
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|
2024
Q2 | $3.37M | Buy |
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|
2024
Q1 | $3.3M | Sell |
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|
2023
Q4 | $3.23M | Sell |
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|
2023
Q3 | $3.25M | Buy |
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|
2023
Q2 | $3.34M | Sell |
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|
2023
Q1 | $3.26M | Sell |
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|
2022
Q4 | $3.26M | Sell |
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|
2022
Q3 | $3.13M | Buy |
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|
2022
Q2 | $3.31M | Buy |
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|
2022
Q1 | $3.65M | Sell |
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|
2021
Q4 | $3.9M | Sell |
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|
2021
Q3 | $4.75M | Buy |
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|
2021
Q2 | $4.71M | Buy |
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|
2021
Q1 | $4.3M | Buy |
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|
2020
Q4 | $3.88M | Buy |
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