Great Valley Advisor Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Great Valley Advisor Group’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$353K	Buy
2024 Q3	$350K	Sell
2024 Q2	$337K	Buy
2021 Q2	–	Sell
2021 Q1	$585K	Buy
2020 Q4	$549K	Sell
2020 Q3	$513K	Buy