IMA Advisory Services’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	$2.03M	Sell	33,222 -1,056	-3%	-$64.4K	0.22%	79
2025 Q1	$1.96M	Sell	34,278 -224	-0.6%	-$12.8K	0.23%	76
2024 Q4	$1.96M	Buy	+34,502	New	+$1.96M	0.24%	82