Martin Worley Group’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
2025 Q2	$1.06M	Sell	17,246 -895	-5%	-$55.1K	0.52%	43
2025 Q1	$1.04M	Sell	18,141 -673	-4%	-$38.7K	0.6%	40
2024 Q4	$1.08M	Buy	+18,814	New	+$1.08M	0.67%	41