Hantz Financial Services’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 | – | Sell |
-2,218
| Closed | -$128K | – | 2176 |
|
|
2025
Q1 | $128K | Sell |
2,218
-3,941
| -64% | -$227K | ﹤0.01% | 597 |
|
|
2024
Q4 | $353K | Buy |
6,159
+5,918
| +2,456% | +$339K | 0.01% | 524 |
|
|
2024
Q3 | $14K | Sell |
241
-647
| -73% | -$37.6K | ﹤0.01% | 756 |
|
|
2024
Q2 | $50K | Buy |
+888
| New | +$50K | ﹤0.01% | 661 |
|
|
2024
Q1 | – | Sell |
-8,952
| Closed | -$476K | – | 1192 |
|
|
2023
Q4 | $476K | Buy |
+8,952
| New | +$476K | 0.01% | 498 |
|
|
2023
Q3 | – | Sell |
-907
| Closed | -$47K | – | 1113 |
|
|
2023
Q2 | $47K | Buy |
+907
| New | +$47K | ﹤0.01% | 632 |
|
|
2023
Q1 | – | Sell |
-19,290
| Closed | -$910K | – | 1106 |
|
|
2022
Q4 | $910K | Buy |
+19,290
| New | +$910K | 0.03% | 392 |
|