HWP
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Highline Wealth Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Highline Wealth Partners’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.6K Buy
224
+12
+6% +$817 ﹤0.01% 444
2026
Q1 		$13.6K Buy
212
+12
+6% +$791 ﹤0.01% 378
2025
Q4 		$13K Sell
200
-244
-55% -$15.8K ﹤0.01% 339
2025
Q3 		$28.6K Hold
444
– – 0.01% 218
2025
Q2 		$27.3K Sell
444
-694
-61% -$40.5K 0.01% 181
2025
Q1 		$65.5K Hold
1,138
– – 0.02% 116
2024
Q4 		$65.3K Buy
1,138
+446
+64% +$26.1K 0.02% 120
2024
Q3 		$41K Buy
692
+1
+0.1% +$57 0.01% 141
2024
Q2 		$38.9K Buy
691
+1
+0.1% +$55 0.01% 139
2024
Q1 		$38.4K Sell
690
-357
-34% -$19.3K 0.02% 146
2023
Q4 		$55.7K Sell
1,047
-231
-18% -$11.7K 0.03% 125
2023
Q3 		$63.1K Sell
1,278
-604
-32% -$30.8K 0.04% 109
2023
Q2 		$96.8K Sell
1,882
-242
-11% -$12.2K 0.06% 98
2023
Q1 		$106K Sell
2,124
-4,202
-66% -$207K 0.07% 96
2022
Q4 		$298K Buy
+6,326
New +$298K 0.22% 81

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AWM
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FHC
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WFS
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SWM
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