Lodestar Private Asset Management’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 | $5.47M | Buy |
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|
2025
Q1 | $4.39M | Buy |
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|
2024
Q4 | $4.05M | Buy |
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|
2024
Q3 | $4.08M | Buy |
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|
2024
Q2 | $3.84M | Buy |
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|
2024
Q1 | $3.68M | Buy |
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|
2023
Q4 | $3.36M | Buy |
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|
2023
Q3 | $2.77M | Buy |
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|
2023
Q2 | $2.64M | Buy |
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|
2023
Q1 | $2.52M | Buy |
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|
2022
Q4 | $2.11M | Buy |
|