Fourth Dimension 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
$8.16K Buy
133
+1
+0.8% +$61 ﹤0.01% 440
2025
Q1
$7.6K Buy
132
+121
+1,100% +$6.97K ﹤0.01% 451
2024
Q4
$631 Buy
+11
New +$631 ﹤0.01% 586