Intrua Financial’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
Q3 | $2.76M | Buy |
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|
2025
Q2 | $2.42M | Buy |
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|
2025
Q1 | $1.95M | Sell |
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|
2024
Q4 | $1.96M | Buy |
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|
2024
Q3 | $1.82M | Buy |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $455K | Buy |
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|
2023
Q2 | $473K | Buy |
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|
2023
Q1 | $450K | Buy |
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|
2022
Q4 | $228K | Hold |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $276K | Hold |
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|
2021
Q3 | $275K | Buy |
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