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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$17.4M	Buy
2025 Q1	$14.2M	Buy
2024 Q4	$11.7M	Buy
2024 Q3	$11M	Buy