Institute for Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.42M | Buy |
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|
2025
Q4 | $1.31M | Buy |
|
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|
2025
Q3 | $1.27M | Sell |
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|
2025
Q2 | $1.22M | Buy |
|
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|
2025
Q1 | $831K | Buy |
|
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|
2024
Q4 | $748K | Buy |
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|
2024
Q3 | $768K | Buy |
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|
2024
Q2 | $642K | Buy |
|
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|
2024
Q1 | $508K | Buy |
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|
2023
Q4 | $432K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1K | Buy |
|