Legacy Financial Group (Iowa)’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
Q2 | $1.44M | Buy |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.36M | Sell |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.45M | Sell |
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $1.51M | Buy |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.27M | Buy |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $827K | Buy |
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|
2021
Q1 | $681K | Buy |
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|
2020
Q4 | $581K | Buy |
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