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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
3,993
+198
| +5% | +$12.2K | 0.1% | 80 |
|
|
2025
Q1 | $218K | Sell |
3,795
-233
| -6% | -$13.4K | 0.1% | 75 |
|
|
2024
Q4 | $231K | Buy |
4,028
+16
| +0.4% | +$918 | 0.1% | 74 |
|
|
2024
Q3 | $238K | Buy |
+4,012
| New | +$238K | 0.1% | 73 |
|
|
2024
Q2 | – | Sell |
-4,322
| Closed | -$241K | – | 51 |
|
|
2024
Q1 | $241K | Sell |
4,322
-1,221
| -22% | -$68.1K | 0.11% | 70 |
|
|
2023
Q4 | $295K | Sell |
5,543
-16
| -0.3% | -$852 | 0.15% | 61 |
|
|
2023
Q3 | $275K | Buy |
+5,559
| New | +$275K | 0.16% | 60 |
|
|
2023
Q2 | – | Sell |
-5,209
| Closed | -$261K | – | 44 |
|
|
2023
Q1 | $261K | Buy |
+5,209
| New | +$261K | 0.15% | 66 |
|
|
2022
Q2 | – | Sell |
-11,826
| Closed | -$325K | – | 51 |
|
|
2022
Q1 | $325K | Buy |
+11,826
| New | +$325K | 0.17% | 57 |
|