Landmark Wealth Management (New York)’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 | – | Sell |
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|
2025
Q2 | $246K | Buy |
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|
2025
Q1 | $218K | Sell |
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|
2024
Q4 | $231K | Buy |
|
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|
2024
Q3 | $238K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $241K | Sell |
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|
2023
Q4 | $295K | Sell |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $261K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $325K | Buy |
|