Integrated Investment Consultants’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 | $452K | Buy |
367,598
+70,304
| +24% | +$86.5K | 0.09% | 153 |
|
|
2025
Q1 | $376K | Buy |
+297,294
| New | +$376K | 0.07% | 207 |
|
|
2018
Q2 | – | Sell |
-2,640
| Closed | -$118K | – | 197 |
|
|
2018
Q1 | $118K | Buy |
+2,640
| New | +$118K | 0.05% | 293 |
|
|
2017
Q3 | $119K | Hold |
2,654
| – | – | 0.05% | 254 |
|
|
2017
Q2 | $116K | Hold |
2,654
| – | – | 0.05% | 256 |
|
|
2017
Q1 | $113K | Buy |
2,654
+1,118
| +73% | +$47.6K | 0.05% | 260 |
|
|
2016
Q4 | $62K | Hold |
1,536
| – | – | 0.03% | 350 |
|
|
2016
Q3 | $62K | Buy |
1,536
+661
| +76% | +$26.7K | 0.03% | 363 |
|
|
2016
Q2 | $35K | Buy |
+875
| New | +$35K | 0.02% | 427 |
|