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Insight Wealth Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Insight Wealth Partners’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$216K Hold
3,502
– – 0.08% 101
2025
Q1 		$202K Hold
3,502
– – 0.03% 104
2024
Q4 		$201K Hold
3,502
– – 0.03% 91
2024
Q3 		$207K Buy
+3,502
New +$207K 0.04% 92