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

Institute for 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	$1.27M	Sell
2025 Q2	$1.22M	Buy
2025 Q1	$831K	Buy
2024 Q4	$748K	Buy
2024 Q3	$768K	Buy
2024 Q2	$642K	Buy
2024 Q1	$508K	Buy
2023 Q4	$432K	Buy
2020 Q1	–	Sell
2019 Q4	$1K	Buy