Investment Partners’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
2023 Q1	–	Sell	-14,732	Closed	-$695K	–	139
2022 Q4	$695K	Sell	14,732 -8,953	-38%	-$422K	0.37%	75
2022 Q3	$1.06M	Buy	23,685 +7,630	+48%	+$342K	0.32%	83
2022 Q2	$771K	Buy	16,055 +1,482	+10%	+$71.2K	0.38%	70
2022 Q1	$786K	Buy	+14,573	New	+$786K	0.33%	70