Koss-Olinger Consulting’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 | $321K | Hold |
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|
2025
Q2 | $321K | Sell |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $351K | Sell |
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|
2024
Q2 | $334K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $318K | Hold |
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|
2023
Q3 | $295K | Hold |
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|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $301K | Hold |
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|
2022
Q4 | $284K | Sell |
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|
2022
Q3 | $288K | Sell |
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|
2022
Q2 | $309K | Sell |
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|
2022
Q1 | $350K | Sell |
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|
2021
Q4 | $418K | Hold |
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|
2021
Q3 | $406K | Sell |
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|
2021
Q2 | $411K | Sell |
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|
2021
Q1 | $395K | Buy |
|