Integrated Wealth Concepts’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
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | $984K | Sell |
|
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|
2024
Q2 | $938K | Sell |
|
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|
2024
Q1 | $1.05M | Buy |
|
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|
2023
Q4 | $965K | Sell |
|
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|
2023
Q3 | $940K | Sell |
|
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|
2023
Q2 | $986K | Buy |
|
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|
2023
Q1 | $660K | Buy |
|
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|
2022
Q4 | $543K | Buy |
|
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|
2022
Q3 | $512K | Buy |
|
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|
2022
Q2 | $547K | Sell |
|
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|
2022
Q1 | $619K | Sell |
|
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|
2021
Q4 | $739K | Sell |
|
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|
2021
Q3 | $772K | Buy |
|
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|
2021
Q2 | $773K | Sell |
|
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|
2021
Q1 | $758K | Buy |
|
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $249K | Buy |
|