IMG Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

IMG Wealth Management’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$992K	Sell
2025 Q2	$1.05M	Sell
2025 Q1	$1.16M	Sell
2024 Q4	$1.34M	Buy