JNBA Financial Advisors’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 | $35K | Sell |
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|
2025
Q2 | $48.6K | Buy |
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|
2025
Q1 | $45.3K | Buy |
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|
2024
Q4 | $44.7K | Buy |
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|
2024
Q3 | $45K | Sell |
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|
2024
Q2 | $48.2K | Buy |
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|
2024
Q1 | $47.4K | Sell |
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|
2023
Q4 | $45.5K | Sell |
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|
2023
Q3 | $82.7K | Sell |
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|
2023
Q2 | $119K | Sell |
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|
2023
Q1 | $126K | Sell |
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|
2022
Q4 | $135K | Sell |
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|
2022
Q3 | $150K | Buy |
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|
2022
Q2 | $159K | Buy |
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|
2022
Q1 | $177K | Buy |
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|
2021
Q4 | $174K | Buy |
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|
2021
Q3 | $159K | Buy |
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|
2021
Q2 | $156K | Sell |
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|
2021
Q1 | $156K | Sell |
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|
2020
Q4 | $188K | Sell |
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|
2020
Q3 | $777K | Sell |
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|
2020
Q2 | $799K | Buy |
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|
2020
Q1 | $180K | Sell |
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|
2019
Q4 | $1.13M | Sell |
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|
2019
Q3 | $1.09M | Sell |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $1.07M | Buy |
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|
2018
Q4 | $170K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $148K | Buy |
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|
2018
Q1 | $137K | Buy |
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|
2017
Q4 | $113K | Sell |
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|
2017
Q3 | $124K | Buy |
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|
2017
Q2 | $117K | Sell |
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|
2017
Q1 | $128K | Buy |
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|
2016
Q4 | $96K | Buy |
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