Janney Montgomery Scott’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 | $1.78M | Sell |
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|
2025
Q2 | $1.72M | Sell |
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|
2025
Q1 | $2.28M | Sell |
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|
2024
Q4 | $15.6M | Buy |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $1.48M | Sell |
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|
2024
Q1 | $2.15M | Sell |
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|
2023
Q4 | $13.6M | Buy |
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|
2023
Q3 | $2.7M | Buy |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $2.23M | Sell |
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|
2022
Q4 | $25.9M | Buy |
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|
2022
Q3 | $5.39M | Sell |
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|
2022
Q2 | $13.9M | Buy |
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|
2022
Q1 | $10.7M | Buy |
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|
2021
Q4 | $5.96M | Buy |
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|
2021
Q3 | $619K | Sell |
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|
2021
Q2 | $652K | Sell |
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|
2021
Q1 | $643K | Buy |
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|
2020
Q4 | $569K | Buy |
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|
2020
Q3 | $517K | Buy |
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|
2020
Q2 | $420K | Buy |
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|
2020
Q1 | $370K | Sell |
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|
2019
Q4 | $448K | Buy |
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|
2019
Q3 | $425K | Buy |
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|
2019
Q2 | $388K | Buy |
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|
2019
Q1 | $372K | Sell |
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|
2018
Q4 | $2.94M | Buy |
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|
2018
Q3 | $363K | Sell |
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|
2018
Q2 | $380K | Buy |
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|
2018
Q1 | $350K | Buy |
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|
2017
Q4 | $350K | Buy |
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|
2017
Q3 | $343K | Buy |
|
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|
2017
Q2 | $331K | Buy |
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|
2017
Q1 | $303K | Sell |
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|
2016
Q4 | $1.11M | Buy |
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|
2016
Q3 | $278K | Sell |
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|
2016
Q2 | $534K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $256K | Buy |
|