Kingswood Wealth Advisors’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 | $644K | Buy |
10,460
+592
| +6% | +$36.4K | 0.05% | 353 |
|
|
2025
Q1 | $570K | Sell |
9,868
-12,227
| -55% | -$706K | 0.05% | 358 |
|
|
2024
Q4 | $1.27M | Sell |
22,095
-244
| -1% | -$14K | 0.1% | 223 |
|
|
2024
Q3 | $1.32M | Buy |
+22,339
| New | +$1.32M | 0.09% | 242 |
|
|
2024
Q2 | – | Sell |
-11,500
| Closed | -$640K | – | 657 |
|
|
2024
Q1 | $640K | Sell |
11,500
-300
| -3% | -$16.7K | 0.07% | 286 |
|
|
2023
Q4 | $628K | Buy |
+11,800
| New | +$628K | 0.07% | 292 |
|
|
2023
Q3 | – | Sell |
-11,875
| Closed | -$611K | – | 420 |
|
|
2023
Q2 | $611K | Buy |
+11,875
| New | +$611K | 0.19% | 115 |
|