High Falls Advisors’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 | $919K | Sell |
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|
2025
Q2 | $930K | Sell |
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|
2025
Q1 | $989K | Sell |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $992K | Buy |
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|
2024
Q1 | $867K | Buy |
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|
2023
Q4 | $785K | Buy |
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|
2023
Q3 | $686K | Sell |
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|
2023
Q2 | $737K | Buy |
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|
2023
Q1 | $704K | Buy |
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|
2022
Q4 | $645K | Buy |
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|
2022
Q3 | $585K | Buy |
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|
2022
Q2 | $594K | Buy |
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|
2022
Q1 | $668K | Buy |
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|
2021
Q4 | $651K | Buy |
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|
2021
Q3 | $608K | Buy |
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|
2021
Q2 | $610K | Buy |
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|
2021
Q1 | $279K | Buy |
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