Legacy Financial Group (Iowa)’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
23,397
+107
| +0.5% | +$6.59K | 0.2% | 51 |
|
|
2025
Q1 | $1.34M | Sell |
23,290
-409
| -2% | -$23.5K | 0.21% | 48 |
|
|
2024
Q4 | $1.36M | Sell |
23,699
-1,148
| -5% | -$65.8K | 0.22% | 47 |
|
|
2024
Q3 | $1.47M | Sell |
24,847
-689
| -3% | -$40.8K | 0.28% | 38 |
|
|
2024
Q2 | $1.44M | Sell |
25,536
-5,867
| -19% | -$330K | 0.28% | 46 |
|
|
2024
Q1 | $1.75M | Buy |
+31,403
| New | +$1.75M | 0.35% | 42 |
|
|
2023
Q4 | – | Sell |
-29,427
| Closed | -$1.45M | – | 55 |
|
|
2023
Q3 | $1.45M | Sell |
29,427
-2,401
| -8% | -$119K | 0.34% | 41 |
|
|
2023
Q2 | $1.64M | Buy |
31,828
+1,645
| +5% | +$84.6K | 0.42% | 34 |
|
|
2023
Q1 | $1.51M | Buy |
30,183
+719
| +2% | +$36K | 0.41% | 33 |
|
|
2022
Q4 | $1.39M | Buy |
29,464
+4,289
| +17% | +$202K | 0.42% | 26 |
|
|
2022
Q3 | $1.13M | Sell |
25,175
-1,213
| -5% | -$54.3K | 0.38% | 23 |
|
|
2022
Q2 | $1.27M | Buy |
26,388
+1,822
| +7% | +$87.5K | 0.4% | 25 |
|
|
2022
Q1 | $1.33M | Buy |
24,566
+6,595
| +37% | +$356K | 0.39% | 30 |
|
|
2021
Q4 | $1.02M | Sell |
17,971
-2,886
| -14% | -$163K | 0.44% | 23 |
|
|
2021
Q3 | $1.16M | Buy |
20,857
+6,090
| +41% | +$338K | 0.35% | 39 |
|
|
2021
Q2 | $827K | Buy |
14,767
+2,052
| +16% | +$115K | 0.25% | 46 |
|
|
2021
Q1 | $681K | Buy |
12,715
+1,588
| +14% | +$85.1K | 0.24% | 44 |
|
|
2020
Q4 | $581K | Buy |
+11,127
| New | +$581K | 0.22% | 47 |
|