Greystone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Buy |
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|
2025
Q2 | $964K | Sell |
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|
2025
Q1 | $964K | Buy |
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|
2024
Q4 | $873K | Buy |
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|
2024
Q3 | $896K | Sell |
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|
2024
Q2 | $888K | Sell |
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|
2024
Q1 | $945K | Buy |
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|
2023
Q4 | $758K | Buy |
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|
2023
Q3 | $664K | Sell |
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|
2023
Q2 | $702K | Sell |
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|
2023
Q1 | $807K | Buy |
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|
2022
Q4 | $687K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $680K | Sell |
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|
2022
Q1 | $799K | Buy |
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|
2021
Q4 | $754K | Buy |
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|
2021
Q3 | $611K | Sell |
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|
2021
Q2 | $762K | Sell |
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|
2021
Q1 | $758K | Buy |
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|
2020
Q4 | $680K | Buy |
|