LPAM
Lodestar Private Asset Management’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 | $5.47M | Buy |
88,900
+12,614
| +17% | +$777K | 0.63% | 43 |
|
|
2025
Q1 | $4.39M | Buy |
76,286
+5,554
| +8% | +$320K | 0.55% | 45 |
|
|
2024
Q4 | $4.05M | Buy |
70,732
+1,885
| +3% | +$108K | 0.51% | 47 |
|
|
2024
Q3 | $4.08M | Buy |
68,847
+750
| +1% | +$44.4K | 0.52% | 46 |
|
|
2024
Q2 | $3.84M | Buy |
68,097
+1,998
| +3% | +$113K | 0.53% | 46 |
|
|
2024
Q1 | $3.68M | Buy |
66,099
+2,922
| +5% | +$163K | 0.53% | 49 |
|
|
2023
Q4 | $3.36M | Buy |
63,177
+7,210
| +13% | +$384K | 0.52% | 49 |
|
|
2023
Q3 | $2.77M | Buy |
55,967
+4,620
| +9% | +$228K | 0.47% | 53 |
|
|
2023
Q2 | $2.64M | Buy |
51,347
+970
| +2% | +$49.9K | 0.44% | 55 |
|
|
2023
Q1 | $2.52M | Buy |
50,377
+5,605
| +13% | +$280K | 0.45% | 55 |
|
|
2022
Q4 | $2.11M | Buy |
+44,772
| New | +$2.11M | 0.4% | 56 |
|