IMG 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
2025 Q2	$1.05M	Sell	17,105 -2,967	-15%	-$183K	0.82%	20
2025 Q1	$1.16M	Sell	20,072 -3,240	-14%	-$187K	1.04%	19
2024 Q4	$1.34M	Buy	+23,312	New	+$1.34M	1.24%	19