IFWM
Institute for Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
19,862
+5,428
| +38% | +$334K | 0.14% | 161 |
|
|
2025
Q1 | $831K | Buy |
14,434
+1,381
| +11% | +$79.5K | 0.11% | 215 |
|
|
2024
Q4 | $748K | Buy |
13,053
+92
| +0.7% | +$5.27K | 0.09% | 222 |
|
|
2024
Q3 | $768K | Buy |
12,961
+1,564
| +14% | +$92.7K | 0.1% | 218 |
|
|
2024
Q2 | $642K | Buy |
11,397
+2,264
| +25% | +$128K | 0.09% | 234 |
|
|
2024
Q1 | $508K | Buy |
9,133
+1,010
| +12% | +$56.2K | 0.07% | 282 |
|
|
2023
Q4 | $432K | Buy |
+8,123
| New | +$432K | 0.07% | 293 |
|
|
2020
Q1 | – | Sell |
-15
| Closed | -$1K | – | 401 |
|
|
2019
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 665 |
|