J.W. Cole Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

J.W. Cole Advisors’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$716K	Buy
2025 Q1	$410K	Buy
2020 Q4	–	Sell
2020 Q3	$210K	Buy
2020 Q1	–	Sell
2019 Q4	$251K	Buy