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Measured Wealth Private Client Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,280
Closed -$58K 137
2018
Q3
$58K Buy
+1,280
New +$58K 0.03% 316