Long Island Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-15	Closed	-$1K	–	99
2023 Q4	$1K	Buy	+15	New	+$1K	﹤0.01%	378