Kestra Advisory Services’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 | $5.89M | Buy |
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|
2025
Q2 | $5.3M | Buy |
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|
2025
Q1 | $4.64M | Sell |
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|
2024
Q4 | $4.71M | Sell |
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|
2024
Q3 | $5.04M | Sell |
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|
2024
Q2 | $5.24M | Sell |
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|
2024
Q1 | $6.24M | Sell |
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|
2023
Q4 | $8.12M | Sell |
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|
2023
Q3 | $8.03M | Sell |
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|
2023
Q2 | $8.67M | Sell |
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|
2023
Q1 | $9.18M | Sell |
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|
2022
Q4 | $9.48M | Buy |
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|
2022
Q3 | $8.96M | Sell |
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|
2022
Q2 | $9.61M | Sell |
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|
2022
Q1 | $11.1M | Sell |
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|
2021
Q4 | $11.8M | Sell |
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|
2021
Q3 | $11.5M | Buy |
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|
2021
Q2 | $11.3M | Sell |
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|
2021
Q1 | $10.8M | Sell |
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|
2020
Q4 | $11.3M | Buy |
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|
2020
Q3 | $9.55M | Buy |
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