Mercer Global Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Sell |
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2025
Q1 | $634K | Sell |
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|
2024
Q4 | $897K | Buy |
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|
2024
Q3 | $810K | Sell |
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|
2024
Q2 | $792K | Sell |
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|
2024
Q1 | $813K | Sell |
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|
2023
Q4 | $921K | Sell |
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|
2023
Q3 | $857K | Buy |
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|
2023
Q2 | $887K | Sell |
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|
2023
Q1 | $933K | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $2.52M | Buy |
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|
2022
Q2 | $2.14M | Sell |
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|
2022
Q1 | $3.15M | Buy |
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|
2021
Q4 | $2.76M | Sell |
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|
2021
Q3 | $2.71M | Buy |
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|
2021
Q2 | $2.59M | Buy |
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|
2021
Q1 | $600K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $370K | Buy |
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