LifePlan Financial Group’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
2020
Q3
$72K Buy
2020
Q2
$67K Buy
2020
Q1
$49K Hold
2019
Q4
$57K Hold
2019
Q3
$55K Hold
2019
Q2
$55K Buy
2019
Q1
$52K Hold
2018
Q4
$48K Buy
2018
Q3
$13K Hold
2018
Q2
$12K Hold
2018
Q1
$12K Buy