Gallacher Capital 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 | $1.22M | Sell |
19,845
-2,252
| -10% | -$139K | 0.57% | 30 |
|
|
2025
Q1 | $1.27M | Sell |
22,097
-12,996
| -37% | -$748K | 0.62% | 28 |
|
|
2024
Q4 | $2.01M | Buy |
35,093
+23,776
| +210% | +$1.36M | 1% | 18 |
|
|
2024
Q3 | $670K | Buy |
11,317
+1,527
| +16% | +$90.5K | 0.31% | 59 |
|
|
2024
Q2 | $551K | Buy |
9,790
+1,229
| +14% | +$69.2K | 0.29% | 75 |
|
|
2024
Q1 | $477K | Sell |
8,561
-279
| -3% | -$15.5K | 0.24% | 90 |
|
|
2023
Q4 | $470K | Buy |
8,840
+1,728
| +24% | +$91.9K | 0.26% | 77 |
|
|
2023
Q3 | $351K | Sell |
7,112
-2,202
| -24% | -$109K | 0.22% | 108 |
|
|
2023
Q2 | $479K | Sell |
9,314
-1,535
| -14% | -$79K | 0.28% | 86 |
|
|
2023
Q1 | $543K | Buy |
10,849
+1,469
| +16% | +$73.5K | 0.33% | 57 |
|
|
2022
Q4 | $442K | Buy |
+9,380
| New | +$442K | 0.27% | 81 |
|