Hubbell Strickland Wealth Management’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 | $462K | Buy |
7,509
+114
| +2% | +$7.02K | 0.2% | 45 |
|
|
2025
Q1 | $426K | Sell |
7,395
-102
| -1% | -$5.87K | 0.2% | 45 |
|
|
2024
Q4 | $430K | Sell |
7,497
-1,114
| -13% | -$63.9K | 0.2% | 43 |
|
|
2024
Q3 | $510K | Buy |
8,611
+41
| +0.5% | +$2.43K | 0.24% | 42 |
|
|
2024
Q2 | $483K | Sell |
8,570
-78
| -0.9% | -$4.39K | 0.24% | 41 |
|
|
2024
Q1 | $481K | Sell |
8,648
-110
| -1% | -$6.12K | 0.24% | 43 |
|
|
2023
Q4 | $466K | Buy |
8,758
+79
| +0.9% | +$4.2K | 0.25% | 38 |
|
|
2023
Q3 | $429K | Buy |
8,679
+12
| +0.1% | +$593 | 0.26% | 41 |
|
|
2023
Q2 | $446K | Buy |
8,667
+46
| +0.5% | +$2.37K | 0.26% | 40 |
|
|
2023
Q1 | $431K | Sell |
8,621
-278
| -3% | -$13.9K | 0.26% | 40 |
|
|
2022
Q4 | $420K | Buy |
8,899
+58
| +0.7% | +$2.74K | 0.26% | 38 |
|
|
2022
Q3 | $396K | Buy |
8,841
+178
| +2% | +$7.97K | 0.28% | 41 |
|
|
2022
Q2 | $416K | Sell |
8,663
-10
| -0.1% | -$480 | 0.28% | 43 |
|
|
2022
Q1 | $468K | Buy |
8,673
+25
| +0.3% | +$1.35K | 0.28% | 43 |
|
|
2021
Q4 | $494K | Buy |
8,648
+189
| +2% | +$10.8K | 0.27% | 44 |
|
|
2021
Q3 | $469K | Sell |
8,459
-124
| -1% | -$6.88K | 0.28% | 44 |
|
|
2021
Q2 | $481K | Buy |
8,583
+11
| +0.1% | +$616 | 0.29% | 44 |
|
|
2021
Q1 | $459K | Sell |
8,572
-435
| -5% | -$23.3K | 0.3% | 43 |
|
|
2020
Q4 | $470K | Sell |
9,007
-469
| -5% | -$24.5K | 0.32% | 43 |
|
|
2020
Q3 | $459K | Sell |
9,476
-13
| -0.1% | -$630 | 0.36% | 41 |
|
|
2020
Q2 | $440K | Buy |
9,489
+231
| +2% | +$10.7K | 0.37% | 41 |
|
|
2020
Q1 | $383K | Sell |
9,258
-717
| -7% | -$29.7K | 0.39% | 37 |
|
|
2019
Q4 | $477K | Sell |
9,975
-50
| -0.5% | -$2.39K | 0.39% | 38 |
|
|
2019
Q3 | $462K | Buy |
+10,025
| New | +$462K | 0.4% | 38 |
|