FSA Wealth Management’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 | $22.7K | Buy |
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|
2025
Q2 | $21.8K | Buy |
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|
2025
Q1 | $20.7K | Buy |
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|
2024
Q4 | $17.7K | Buy |
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|
2024
Q3 | $18K | Buy |
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|
2024
Q1 | $16.8K | Buy |
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|
2023
Q4 | $16K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $14K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $16K | Buy |
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|
2020
Q1 | $14K | Buy |
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|
2019
Q4 | $16K | Buy |
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