Foundations Investment Advisors’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
Q2
$17.8M Buy
2025
Q1
$15.1M Buy
2024
Q4
$13.5M Buy
2024
Q3
$12.1M Buy
2024
Q2
$10.1M Buy
2024
Q1
$645K Buy
2023
Q4
$273K Buy
2023
Q3
$210K Buy
2019
Q3
Sell
2019
Q2
$457K Sell
2019
Q1
$580K Buy
2018
Q4
$519K Buy
2018
Q3
$281K Buy