IFP Advisors’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
Q2 | $340K | Buy |
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|
2025
Q1 | $39.6K | Buy |
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|
2024
Q4 | $32.6K | Buy |
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|
2024
Q3 | $33.2K | Sell |
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|
2024
Q2 | $39.4K | Sell |
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|
2024
Q1 | $51.9K | Buy |
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|
2023
Q4 | $16.8K | Sell |
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|
2023
Q3 | $450K | Buy |
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|
2023
Q2 | $18.1K | Sell |
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|
2023
Q1 | $23K | Sell |
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|
2022
Q4 | $150K | Sell |
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|
2022
Q3 | $157K | Buy |
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|
2022
Q2 | $102K | Hold |
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|
2022
Q1 | $102K | Buy |
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|
2021
Q4 | $32K | Buy |
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|
2021
Q3 | $26K | Sell |
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|
2021
Q2 | $367K | Buy |
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|
2021
Q1 | $54K | Sell |
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|
2020
Q4 | $1.83M | Buy |
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|
2020
Q3 | $12K | Buy |
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|
2020
Q2 | $12K | Sell |
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|
2020
Q1 | $16K | Sell |
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|
2019
Q4 | $18K | Sell |
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|
2019
Q3 | $50K | Buy |
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|
2019
Q1 | $66K | Sell |
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|
2018
Q4 | $521K | Sell |
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|
2018
Q3 | $937K | Sell |
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|
2018
Q2 | $939K | Sell |
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|
2018
Q1 | $1.32M | Hold |
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|
2017
Q4 | $1.32M | Sell |
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|
2017
Q3 | $1.33M | Buy |
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|
2017
Q2 | $1.16M | Buy |
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|
2017
Q1 | $1.06M | Buy |
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|
2016
Q4 | $901K | Buy |
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|
2016
Q3 | $897K | Buy |
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|
2016
Q2 | $761K | Buy |
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|
2016
Q1 | $66K | Sell |
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|
2015
Q4 | $481K | Buy |
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