Kingsview Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Sell |
9,057
-494
| -5% | -$30.4K | 0.01% | 738 |
|
|
2025
Q1 | $550K | Sell |
9,551
-67
| -0.7% | -$3.86K | 0.01% | 698 |
|
|
2024
Q4 | $551K | Sell |
9,618
-771
| -7% | -$44.2K | 0.01% | 707 |
|
|
2024
Q3 | $615K | Sell |
10,389
-705
| -6% | -$41.8K | 0.01% | 648 |
|
|
2024
Q2 | $625K | Sell |
11,094
-3,306
| -23% | -$186K | 0.01% | 623 |
|
|
2024
Q1 | $802K | Sell |
14,400
-7,666
| -35% | -$427K | 0.02% | 556 |
|
|
2023
Q4 | $1.17M | Sell |
22,066
-8,469
| -28% | -$450K | 0.04% | 416 |
|
|
2023
Q3 | $1.51M | Sell |
30,535
-1,845
| -6% | -$91.2K | 0.05% | 345 |
|
|
2023
Q2 | $1.67M | Buy |
32,380
+13,756
| +74% | +$708K | 0.07% | 280 |
|
|
2023
Q1 | $932K | Buy |
18,624
+10,748
| +136% | +$538K | 0.04% | 426 |
|
|
2022
Q4 | $371K | Buy |
7,876
+601
| +8% | +$28.3K | 0.02% | 596 |
|
|
2022
Q3 | $326K | Buy |
7,275
+7
| +0.1% | +$314 | 0.02% | 618 |
|
|
2022
Q2 | $349K | Buy |
7,268
+88
| +1% | +$4.23K | 0.02% | 615 |
|
|
2022
Q1 | $387K | Buy |
7,180
+1,168
| +19% | +$63K | 0.02% | 629 |
|
|
2021
Q4 | $343K | Sell |
6,012
-1,257
| -17% | -$71.7K | 0.01% | 670 |
|
|
2021
Q3 | $403K | Buy |
7,269
+174
| +2% | +$9.65K | 0.02% | 608 |
|
|
2021
Q2 | $398K | Buy |
7,095
+947
| +15% | +$53.1K | 0.02% | 619 |
|
|
2021
Q1 | $332K | Buy |
6,148
+614
| +11% | +$33.2K | 0.02% | 606 |
|
|
2020
Q4 | $289K | Buy |
5,534
+1,387
| +33% | +$72.4K | 0.02% | 561 |
|
|
2020
Q3 | $201K | Buy |
+4,147
| New | +$201K | 0.02% | 574 |
|