Heirloom Wealth Management’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 | $531K | Sell |
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|
2025
Q2 | $625K | Buy |
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|
2025
Q1 | $536K | Sell |
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|
2024
Q4 | $660K | Buy |
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|
2024
Q3 | $559K | Sell |
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|
2024
Q2 | $552K | Buy |
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|
2024
Q1 | $505K | Buy |
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|
2023
Q4 | $482K | Buy |
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|
2023
Q3 | $416K | Sell |
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|
2023
Q2 | $493K | Buy |
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|
2023
Q1 | $461K | Buy |
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|
2022
Q4 | $239K | Buy |
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