Integrated Investment Consultants’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
2025
Q3
$464K Buy
2025
Q2
$452K Buy
2025
Q1
$376K Buy
2018
Q2
Sell
2018
Q1
$118K Buy
2017
Q3
$119K Hold
2017
Q2
$116K Hold
2017
Q1
$113K Buy
2016
Q4
$62K Hold
2016
Q3
$62K Buy
2016
Q2
$35K Buy