Integrated Advisors Network’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
29,049
-34
| -0.1% | -$2.09K | 0.08% | 251 |
|
|
2025
Q1 | $1.67M | Sell |
29,083
-603
| -2% | -$34.7K | 0.08% | 230 |
|
|
2024
Q4 | $1.7M | Sell |
29,686
-1,482
| -5% | -$84.9K | 0.08% | 221 |
|
|
2024
Q3 | $1.85M | Sell |
31,168
-43
| -0.1% | -$2.55K | 0.09% | 221 |
|
|
2024
Q2 | $1.76M | Sell |
31,211
-805
| -3% | -$45.3K | 0.09% | 211 |
|
|
2024
Q1 | $1.78M | Sell |
32,016
-306
| -0.9% | -$17K | 0.09% | 218 |
|
|
2023
Q4 | $1.72M | Sell |
32,322
-528
| -2% | -$28.1K | 0.1% | 214 |
|
|
2023
Q3 | $1.62M | Buy |
32,850
+52
| +0.2% | +$2.57K | 0.1% | 208 |
|
|
2023
Q2 | $1.69M | Buy |
32,798
+53
| +0.2% | +$2.73K | 0.1% | 215 |
|
|
2023
Q1 | $1.64M | Sell |
32,745
-821
| -2% | -$41.1K | 0.1% | 212 |
|
|
2022
Q4 | $1.58M | Sell |
33,566
-330
| -1% | -$15.6K | 0.1% | 218 |
|
|
2022
Q3 | $1.52M | Sell |
33,896
-26
| -0.1% | -$1.16K | 0.1% | 205 |
|
|
2022
Q2 | $1.63M | Sell |
33,922
-86
| -0.3% | -$4.13K | 0.11% | 209 |
|
|
2022
Q1 | $1.84M | Buy |
34,008
+1,339
| +4% | +$72.3K | 0.11% | 213 |
|
|
2021
Q4 | $1.87M | Buy |
32,669
+9,432
| +41% | +$538K | 0.11% | 191 |
|
|
2021
Q3 | $1.29M | Buy |
+23,237
| New | +$1.29M | 0.09% | 212 |
|