Founders Capital Management (Texas)’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 | $25K | Hold |
406
| – | – | 0.02% | 209 |
|
|
2025
Q1 | $23.4K | Buy |
406
+35
| +9% | +$2.02K | 0.02% | 205 |
|
|
2024
Q4 | $21.3K | Hold |
371
| – | – | 0.01% | 218 |
|
|
2024
Q3 | $22K | Buy |
371
+32
| +9% | +$1.9K | 0.01% | 219 |
|
|
2024
Q2 | $19.1K | Hold |
339
| – | – | 0.01% | 234 |
|
|
2024
Q1 | $18.9K | Hold |
339
| – | – | 0.01% | 238 |
|
|
2023
Q4 | $18K | Hold |
339
| – | – | 0.01% | 240 |
|
|
2023
Q3 | $16.8K | Hold |
339
| – | – | 0.01% | 239 |
|
|
2023
Q2 | $17.4K | Hold |
339
| – | – | 0.01% | 252 |
|
|
2023
Q1 | $17K | Hold |
339
| – | – | 0.01% | 253 |
|
|
2022
Q4 | $16K | Hold |
339
| – | – | 0.01% | 250 |
|
|
2022
Q3 | $15K | Hold |
339
| – | – | 0.01% | 252 |
|
|
2022
Q2 | $16K | Hold |
339
| – | – | 0.01% | 251 |
|
|
2022
Q1 | $19K | Hold |
339
| – | – | 0.01% | 214 |
|
|
2021
Q4 | $19K | Hold |
339
| – | – | 0.01% | 214 |
|
|
2021
Q3 | $19K | Hold |
339
| – | – | 0.01% | 218 |
|
|
2021
Q2 | $19K | Hold |
339
| – | – | 0.01% | 206 |
|
|
2021
Q1 | $18K | Hold |
339
| – | – | 0.01% | 205 |
|
|
2020
Q4 | $18K | Buy |
+339
| New | +$18K | 0.01% | 199 |
|
|
2020
Q1 | $14K | Hold |
339
| – | – | 0.01% | 182 |
|
|
2019
Q4 | $16K | Hold |
339
| – | – | 0.01% | 199 |
|
|
2019
Q3 | $16K | Hold |
339
| – | – | 0.01% | 198 |
|
|
2019
Q2 | $16K | Hold |
339
| – | – | 0.01% | 202 |
|
|
2019
Q1 | $15K | Hold |
339
| – | – | 0.01% | 212 |
|
|
2018
Q4 | $14K | Hold |
339
| – | – | 0.01% | 208 |
|
|
2018
Q3 | $15K | Hold |
339
| – | – | 0.01% | 205 |
|
|
2018
Q2 | $15K | Hold |
339
| – | – | 0.01% | 217 |
|
|
2018
Q1 | $15K | Hold |
339
| – | – | 0.01% | 236 |
|
|
2017
Q4 | $15K | Hold |
339
| – | – | 0.01% | 235 |
|
|
2017
Q3 | $15K | Buy |
339
+3
| +0.9% | +$133 | 0.01% | 232 |
|
|
2017
Q2 | $15K | Buy |
336
+39
| +13% | +$1.74K | 0.01% | 231 |
|
|
2017
Q1 | $13K | Buy |
+297
| New | +$13K | 0.01% | 257 |
|