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Lloyd Advisory Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Lloyd Advisory Services’s Portfolio AOR Stock Details AOR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$2.2K Buy
2022
Q2 		– Sell
2022
Q1 		$2K Sell
2021
Q4 		$11K Sell
2021
Q3 		$321K Buy
2021
Q2 		$9K Sell
2021
Q1 		$158K Buy
2020
Q4 		$7K Buy
2020
Q3 		$5K Buy
2020
Q2 		$4K Buy
2020
Q1 		$3K Buy