Fullen Financial Group’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
2023
Q1
$708K Sell
2022
Q4
$703K Buy
2022
Q3
$615K Buy
2022
Q2
$592K Sell
2022
Q1
$733K Buy
2021
Q4
$690K Buy
2021
Q3
$678K Buy
2021
Q2
$648K Sell
2021
Q1
$652K Buy
2020
Q4
$614K Buy
2020
Q3
$521K Buy
2020
Q2
$466K Buy