ICA Group 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
2024 Q2	$24.4K	Hold	432	–	–	0.01%	331
2024 Q1	$24.1K	Hold	432	–	–	﹤0.01%	715
2023 Q4	$23K	Buy	+432	New	+$23K	0.01%	687
2023 Q3	–	Sell	-432	Closed	-$22.2K	–	285
2023 Q2	$22.2K	Buy	+432	New	+$22.2K	0.01%	659