HFM Investment Advisors’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	$739K	Buy	11,998 +278	+2%	+$17.1K	0.32%	13
2025 Q1	$675K	Buy	+11,720	New	+$675K	0.33%	10