International Assets Investment Management’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
$379K Buy
2025
Q1
$341K Buy
2024
Q4
$319K Sell
2024
Q3
$4.17K Buy
2024
Q2
$258K Hold
2024
Q1
$254K Buy
2023
Q4
$227K Buy
2023
Q1
Sell
2022
Q4
$263K Buy
2021
Q2
Sell
2021
Q1
$10K Hold
2020
Q4
$10K Buy