Gould Capital’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
Q2 | $160K | Sell |
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|
2025
Q1 | $380K | Buy |
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|
2024
Q4 | $370K | Sell |
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|
2024
Q3 | $383K | Hold |
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|
2024
Q2 | $364K | Sell |
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|
2024
Q1 | $401K | Sell |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $389K | Hold |
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|
2023
Q2 | $407K | Hold |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $333K | Buy |
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|
2022
Q3 | $268K | Buy |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $298K | Buy |
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