Kingsview Wealth Management’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
Q2 | $558K | Sell |
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|
2025
Q1 | $550K | Sell |
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|
2024
Q4 | $551K | Sell |
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|
2024
Q3 | $615K | Sell |
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|
2024
Q2 | $625K | Sell |
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|
2024
Q1 | $802K | Sell |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $932K | Buy |
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|
2022
Q4 | $371K | Buy |
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|
2022
Q3 | $326K | Buy |
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|
2022
Q2 | $349K | Buy |
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|
2022
Q1 | $387K | Buy |
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|
2021
Q4 | $343K | Sell |
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|
2021
Q3 | $403K | Buy |
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|
2021
Q2 | $398K | Buy |
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|
2021
Q1 | $332K | Buy |
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|
2020
Q4 | $289K | Buy |
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|
2020
Q3 | $201K | Buy |
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