Integrity Wealth Solutions’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
$710K Sell
2025
Q1
$668K Buy
2024
Q4
$618K Sell
2024
Q3
$642K Buy
2024
Q2
$545K Buy
2024
Q1
$535K Sell
2023
Q4
$511K Buy