LBMC Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

LBMC Investment Advisors’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
2026 Q1	$4.54M	Sell	70,497 -2,157	-3%	-$142K	0.28%	49
2025 Q4	$4.72M	Sell	72,654 -2,053	-3%	-$133K	0.29%	49
2025 Q3	$4.81M	Buy	74,707 +604	+0.8%	+$37.8K	0.31%	46
2025 Q2	$4.56M	Sell	74,103 -852	-1%	-$49.8K	0.33%	45
2025 Q1	$4.32M	Sell	74,955 -2,414	-3%	-$141K	0.34%	41
2024 Q4	$4.43M	Buy	77,369 +301	+0.4%	+$17.6K	0.35%	42
2024 Q3	$4.57M	Sell	77,068 -88	-0.1%	-$5.05K	0.36%	39
2024 Q2	$4.35M	Sell	77,156 -2,826	-4%	-$156K	0.38%	34
2024 Q1	$4.45M	Sell	79,982 -414	-0.5%	-$22.3K	0.39%	32
2023 Q4	$4.28M	Sell	80,396 -156	-0.2%	-$7.88K	0.41%	30
2023 Q3	$3.89M	Sell	80,552 -12	-0%	-$611	0.41%	28
2023 Q2	$4.15M	Sell	80,564 -1,151	-1%	-$57.9K	0.41%	29
2023 Q1	$4.09M	Sell	81,715 -1,401	-2%	-$68.9K	0.41%	27
2022 Q4	$3.92M	Sell	83,116 -400	-0.5%	-$18.8K	0.41%	28
2022 Q3	$3.74M	Buy	83,516 +3,990	+5%	+$193K	0.43%	26
2022 Q2	$3.82M	Buy	79,526 +71	+0.1%	+$3.57K	0.41%	26
2022 Q1	$4.29M	Sell	79,455 -788	-1%	-$42.9K	0.38%	27
2021 Q4	$4.58M	Sell	80,243 -36,196	-31%	-$2.05M	0.4%	28
2021 Q3	$4.38K	Buy	116,439 +37,344	+47%	+$2.11M	0.41%	26
2021 Q2	$4.43M	Sell	79,095 -2,334	-3%	-$129K	0.42%	27
2021 Q1	$4.36M	Sell	81,429 -1,011	-1%	-$53.8K	0.46%	27
2020 Q4	$4.3M	Buy	82,440 +1,235	+2%	+$62.1K	0.51%	25
2020 Q3	$3.93M	Sell	81,205 -495	-0.6%	-$23.9K	0.55%	24
2020 Q2	$3.79M	Sell	81,700 -227	-0.3%	-$10.1K	0.6%	22
2020 Q1	$3.39M	Sell	81,927 -224	-0.3%	-$10.3K	0.63%	19
2019 Q4	$3.93M	Sell	82,151 -1,535	-2%	-$71.9K	0.55%	20
2019 Q3	$3.85M	Sell	83,686 -469	-0.6%	-$21.4K	0.58%	19
2019 Q2	$3.87M	Sell	84,155 -852	-1%	-$38.4K	0.59%	19
2019 Q1	$3.8M	Buy	85,007 +802	+1%	+$34.9K	0.6%	19
2018 Q4	$3.48M	Buy	84,205 +8,425	+11%	+$361K	0.64%	19
2018 Q3	$3.42M	Buy	75,780 +519	+0.7%	+$23.3K	0.55%	19
2018 Q2	$3.34M	Buy	75,261 +711	+1%	+$31.7K	0.55%	20
2018 Q1	$3.32M	Buy	74,550 +1,795	+2%	+$81.2K	0.58%	20
2017 Q4	$3.27M	Buy	72,755 +55	+0.1%	+$2.5K	0.53%	20
2017 Q3	$3.26M	Buy	72,700 +833	+1%	+$36.8K	0.56%	20
2017 Q2	$3.13M	Sell	71,867 -2,105	-3%	-$90.8K	0.55%	19
2017 Q1	$3.14M	Buy	73,972 +4,669	+7%	+$195K	0.56%	19
2016 Q4	$2.81M	Sell	69,303 -10	-0%	-$405	0.53%	19
2016 Q3	$2.85M	Buy	69,313 +3,602	+5%	+$147K	0.55%	19
2016 Q2	$2.63M	Buy	65,711 +1,442	+2%	+$57.1K	0.53%	19
2016 Q1	$2.54M	Buy	64,269 +1,843	+3%	+$69.8K	0.52%	18
2015 Q4	$2.43M	Buy	62,426 +4,072	+7%	+$160K	0.52%	18
2015 Q3	$2.23M	Sell	58,354 -256	-0.4%	-$10.1K	0.5%	19
2015 Q2	$2.38M	Buy	58,610 +1,616	+3%	+$66.7K	0.5%	19
2015 Q1	$2.33M	Buy	56,994 +8,715	+18%	+$353K	0.52%	18
2014 Q4	$1.94M	Buy	48,279 +4,162	+9%	+$166K	0.45%	19
2014 Q3	$1.74M	Buy	44,117 +17,894	+68%	+$717K	0.42%	18
2014 Q2	$1.06M	Sell	26,223 -15,851	-38%	-$627K	0.29%	22
2014 Q1	$1.65M	Buy	42,074 +408	+1%	+$15.7K	0.41%	21
2013 Q4	$1.6M	Buy	41,666 +1,407	+3%	+$53.1K	0.42%	21
2013 Q3	$1.48M	Buy	40,259 +3,957	+11%	+$144K	0.44%	21
2013 Q2	$1.29M	Buy	+36,302	New	+$1.31M	0.45%	20