Hubbell Strickland 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 | $448K | Sell |
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|
2025
Q2 | $462K | Buy |
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|
2025
Q1 | $426K | Sell |
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|
2024
Q4 | $430K | Sell |
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|
2024
Q3 | $510K | Buy |
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|
2024
Q2 | $483K | Sell |
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|
2024
Q1 | $481K | Sell |
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|
2023
Q4 | $466K | Buy |
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|
2023
Q3 | $429K | Buy |
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|
2023
Q2 | $446K | Buy |
|
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|
2023
Q1 | $431K | Sell |
|
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|
2022
Q4 | $420K | Buy |
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|
2022
Q3 | $396K | Buy |
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|
2022
Q2 | $416K | Sell |
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|
2022
Q1 | $468K | Buy |
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|
2021
Q4 | $494K | Buy |
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|
2021
Q3 | $469K | Sell |
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|
2021
Q2 | $481K | Buy |
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|
2021
Q1 | $459K | Sell |
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|
2020
Q4 | $470K | Sell |
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|
2020
Q3 | $459K | Sell |
|
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|
2020
Q2 | $440K | Buy |
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|
2020
Q1 | $383K | Sell |
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|
2019
Q4 | $477K | Sell |
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|
2019
Q3 | $462K | Buy |
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