FSA Wealth Management’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 | $21.8K | Buy |
474
+2
| +0.4% | +$92 | 0.01% | 233 |
|
|
2025
Q1 | $20.7K | Buy |
472
+163
| +53% | +$7.16K | 0.01% | 221 |
|
|
2024
Q4 | $17.7K | Buy |
309
+5
| +2% | +$287 | 0.01% | 244 |
|
|
2024
Q3 | $18K | Buy |
+304
| New | +$18K | 0.01% | 252 |
|
|
2024
Q1 | $16.8K | Buy |
302
+3
| +1% | +$167 | 0.01% | 268 |
|
|
2023
Q4 | $16K | Buy |
+299
| New | +$16K | 0.01% | 257 |
|
|
2021
Q1 | – | Sell |
-276
| Closed | -$14K | – | 59 |
|
|
2020
Q4 | $14K | Buy |
+276
| New | +$14K | 0.01% | 233 |
|
|
2020
Q3 | – | Sell |
-339
| Closed | -$16K | – | 75 |
|
|
2020
Q2 | $16K | Buy |
339
+1
| +0.3% | +$47 | 0.01% | 212 |
|
|
2020
Q1 | $14K | Buy |
338
+3
| +0.9% | +$124 | 0.01% | 207 |
|
|
2019
Q4 | $16K | Buy |
+335
| New | +$16K | 0.01% | 248 |
|