Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $8.45K | Hold |
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|
2024
Q1 | $8.35K | Hold |
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|
2023
Q4 | $7.98K | Hold |
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|
2023
Q3 | $7.41K | Hold |
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|
2023
Q2 | $7.72K | Hold |
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|
2023
Q1 | $7.5K | Hold |
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|
2022
Q4 | $7.07K | Hold |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $8K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $304K | Hold |
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|
2015
Q4 | $304K | Buy |
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