Lebenthal Global Advisors’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 | $14.4M | Sell |
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|
2025
Q2 | $13.8M | Sell |
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|
2025
Q1 | $19.8M | Buy |
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|
2024
Q4 | $19.3M | Buy |
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|
2024
Q3 | $19.6M | Sell |
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|
2024
Q2 | $20.4M | Buy |
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|
2024
Q1 | $9.85M | Buy |
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|
2023
Q4 | $9.36M | Buy |
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|
2023
Q3 | $439K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $277K | Buy |
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