Integrity Wealth Solutions’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 | $710K | Sell |
11,538
-70
| -0.6% | -$4.31K | 0.35% | 59 |
|
|
2025
Q1 | $668K | Buy |
11,608
+824
| +8% | +$47.4K | 0.36% | 58 |
|
|
2024
Q4 | $618K | Sell |
10,784
-53
| -0.5% | -$3.04K | 0.35% | 59 |
|
|
2024
Q3 | $642K | Buy |
10,837
+1,160
| +12% | +$68.7K | 0.37% | 54 |
|
|
2024
Q2 | $545K | Buy |
9,677
+74
| +0.8% | +$4.17K | 0.35% | 59 |
|
|
2024
Q1 | $535K | Sell |
9,603
-3
| -0% | -$167 | 0.35% | 60 |
|
|
2023
Q4 | $511K | Buy |
+9,606
| New | +$511K | 0.35% | 57 |
|