MCF Advisors’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 | $16.7K | Hold |
271
| – | – | ﹤0.01% | 581 |
|
|
2025
Q1 | $15.6K | Hold |
271
| – | – | ﹤0.01% | 587 |
|
|
2024
Q4 | $15.5K | Hold |
271
| – | – | ﹤0.01% | 596 |
|
|
2024
Q3 | $16.1K | Hold |
271
| – | – | ﹤0.01% | 583 |
|
|
2024
Q2 | $15.3K | Hold |
271
| – | – | ﹤0.01% | 582 |
|
|
2024
Q1 | $15.1K | Hold |
271
| – | – | ﹤0.01% | 572 |
|
|
2023
Q4 | $14.4K | Hold |
271
| – | – | ﹤0.01% | 559 |
|
|
2023
Q3 | $13.4K | Hold |
271
| – | – | ﹤0.01% | 539 |
|
|
2023
Q2 | $13.9K | Hold |
271
| – | – | ﹤0.01% | 525 |
|
|
2023
Q1 | $13.6K | Hold |
271
| – | – | ﹤0.01% | 533 |
|
|
2022
Q4 | $12.8K | Hold |
271
| – | – | ﹤0.01% | 507 |
|
|
2022
Q3 | $12K | Hold |
271
| – | – | ﹤0.01% | 526 |
|
|
2022
Q2 | $13K | Hold |
271
| – | – | ﹤0.01% | 485 |
|
|
2022
Q1 | $15K | Buy |
+271
| New | +$15K | ﹤0.01% | 487 |
|
|
2021
Q4 | – | Sell |
-271
| Closed | -$15K | – | 82 |
|
|
2021
Q3 | $15K | Hold |
271
| – | – | ﹤0.01% | 440 |
|
|
2021
Q2 | $15K | Hold |
271
| – | – | ﹤0.01% | 407 |
|
|
2021
Q1 | $15K | Hold |
271
| – | – | ﹤0.01% | 397 |
|
|
2020
Q4 | $14K | Hold |
271
| – | – | ﹤0.01% | 366 |
|
|
2020
Q3 | $13K | Hold |
271
| – | – | ﹤0.01% | 358 |
|
|
2020
Q2 | $13K | Hold |
271
| – | – | ﹤0.01% | 341 |
|
|
2020
Q1 | $11K | Hold |
271
| – | – | ﹤0.01% | 358 |
|
|
2019
Q4 | $13K | Hold |
271
| – | – | ﹤0.01% | 359 |
|
|
2019
Q3 | $12K | Hold |
271
| – | – | ﹤0.01% | 350 |
|
|
2019
Q2 | $12K | Hold |
271
| – | – | ﹤0.01% | 342 |
|
|
2019
Q1 | $12K | Hold |
271
| – | – | ﹤0.01% | 332 |
|
|
2018
Q4 | $11K | Buy |
+271
| New | +$11K | ﹤0.01% | 347 |
|