Kowal Investment Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Kowal Investment Group’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$218K	Sell
2024 Q2	$217K	Sell
2024 Q1	$303K	Sell
2023 Q4	$427K	Buy
2023 Q1	–	Sell
2022 Q4	$773K	Buy