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Jim Saulnier & Associates’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Jim Saulnier & Associates’s Portfolio AOR Stock Details AOR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$17.4M Buy
283,024
+37,097
+15% +$2.28M 11.88% 1
2025
Q1 		$14.2M Buy
245,927
+41,146
+20% +$2.37M 11.02% 1
2024
Q4 		$11.7M Buy
204,781
+19,363
+10% +$1.11M 10.13% 2
2024
Q3 		$11M Buy
+185,418
New +$11M 10.74% 2