Legacy Advisory Services’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
$1.96M Hold
31,779
1.55% 13
2025
Q1
$1.83M Buy
+31,779
New +$1.83M 1.54% 14