Medallion Wealth Advisors, LLC’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio AOR Stock Details AOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$490K	Hold
2025 Q4	$495K	Buy
2025 Q3	$490K	Buy
2025 Q2	$281K	Buy
2025 Q1	$263K	Hold
2024 Q4	$263K	Buy