MAI Capital Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

MAI Capital Management’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$268K	Buy
2025 Q1	$205K	Sell
2024 Q4	$208K	Sell
2024 Q3	$219K	Sell
2024 Q2	$222K	Sell
2024 Q1	$220K	Buy
2023 Q4	$203K	Buy