Howard 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 | $277K | Buy |
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|
2025
Q2 | $262K | Sell |
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|
2025
Q1 | $247K | Sell |
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|
2024
Q4 | $264K | Sell |
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|
2024
Q3 | $275K | Sell |
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|
2024
Q2 | $265K | Sell |
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|
2024
Q1 | $277K | Sell |
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|
2023
Q4 | $279K | Sell |
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|
2023
Q3 | $281K | Buy |
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|
2023
Q2 | $286K | Buy |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $269K | Buy |
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|
2021
Q2 | $265K | Buy |
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|
2021
Q1 | $245K | Buy |
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|
2020
Q4 | $232K | Buy |
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|
2020
Q3 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1K | Buy |
|