Gladstone Institutional Advisory’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 | $597K | Buy |
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|
2025
Q2 | $541K | Hold |
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|
2025
Q1 | $506K | Hold |
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|
2024
Q4 | $504K | Hold |
|
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|
2024
Q3 | $521K | Hold |
|
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|
2024
Q2 | $495K | Hold |
|
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|
2024
Q1 | $490K | Hold |
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|
2023
Q4 | $468K | Hold |
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|
2023
Q3 | $434K | Hold |
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|
2023
Q2 | $452K | Hold |
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|
2023
Q1 | $440K | Hold |
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|
2022
Q4 | $415K | Hold |
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|
2022
Q3 | $394K | Hold |
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|
2022
Q2 | $422K | Sell |
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|
2022
Q1 | $480K | Buy |
|
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|
2021
Q4 | $477K | Hold |
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|
2021
Q3 | $464K | Hold |
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|
2021
Q2 | $468K | Hold |
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|
2021
Q1 | $448K | Buy |
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