JP Morgan Chase’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $41M | Buy |
650,195
+56,158
| +9% | +$3.7M | ﹤0.01% | 1508 |
|
|
2025
Q4 | $38.6M | Sell |
594,037
-14,413
| -2% | -$935K | ﹤0.01% | 1537 |
|
|
2025
Q3 | $39.2M | Sell |
608,450
-109,292
| -15% | -$6.83M | ﹤0.01% | 1572 |
|
|
2025
Q2 | $44.2M | Buy |
717,742
+39,188
| +6% | +$2.29M | ﹤0.01% | 1399 |
|
|
2025
Q1 | $39.1M | Sell |
678,554
-3,260
| -0.5% | -$190K | ﹤0.01% | 1453 |
|
|
2024
Q4 | $39.1M | Sell |
681,814
-5,246
| -0.8% | -$307K | ﹤0.01% | 1473 |
|
|
2024
Q3 | $40.7M | Buy |
687,060
+604,665
| +734% | +$34.7M | ﹤0.01% | 1459 |
|
|
2024
Q2 | $4.64M | Buy |
82,395
+58,606
| +246% | +$3.24M | ﹤0.01% | 3093 |
|
|
2024
Q1 | $1.32M | Buy |
23,789
+14,319
| +151% | +$772K | ﹤0.01% | 4142 |
|
|
2023
Q4 | $504K | Sell |
9,470
-2,936
| -24% | -$148K | ﹤0.01% | 4790 |
|
|
2023
Q3 | $613K | Buy |
12,406
+5,190
| +72% | +$264K | ﹤0.01% | 4366 |
|
|
2023
Q2 | $371K | Sell |
7,216
-7,522
| -51% | -$379K | ﹤0.01% | 4676 |
|
|
2023
Q1 | $738K | Buy |
14,738
+5,829
| +65% | +$287K | ﹤0.01% | 4249 |
|
|
2022
Q4 | $420K | Buy |
8,909
+28
| +0.3% | +$1.32K | ﹤0.01% | 4627 |
|
|
2022
Q3 | $397K | Buy |
8,881
+176
| +2% | +$8.53K | ﹤0.01% | 4599 |
|
|
2022
Q2 | $418K | Sell |
8,705
-12
| -0.1% | -$604 | ﹤0.01% | 4674 |
|
|
2022
Q1 | $470K | Buy |
8,717
+128
| +1% | +$6.97K | ﹤0.01% | 4749 |
|
|
2021
Q4 | $491K | Buy |
8,589
+385
| +5% | +$21.8K | ﹤0.01% | 4842 |
|
|
2021
Q3 | $455K | Buy |
8,204
+119
| +1% | +$6.71K | ﹤0.01% | 4785 |
|
|
2021
Q2 | $453K | Buy |
8,085
+281
| +4% | +$15.5K | ﹤0.01% | 4755 |
|
|
2021
Q1 | $418K | Buy |
7,804
+468
| +6% | +$24.9K | ﹤0.01% | 4791 |
|
|
2020
Q4 | $383K | Buy |
7,336
+97
| +1% | +$4.88K | ﹤0.01% | 4522 |
|
|
2020
Q3 | $350K | Sell |
7,239
-629
| -8% | -$30.3K | ﹤0.01% | 4133 |
|
|
2020
Q2 | $365K | Buy |
7,868
+587
| +8% | +$26.1K | ﹤0.01% | 3983 |
|
|
2020
Q1 | $301K | Buy |
+7,281
| New | +$334K | ﹤0.01% | 4085 |
|
|
2016
Q3 | – | Sell |
-25
| Closed | -$1K | – | 4518 |
|
|
2016
Q2 | $1K | Sell |
25
-114
| -82% | -$4.51K | ﹤0.01% | 4655 |
|
|
2016
Q1 | $5K | Buy |
+139
| New | +$5.26K | ﹤0.01% | 4360 |
|
Other funds holding AOR
WAM
MFIM
AL
CWA
JSA