Milestone Asset Management’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 | $1.03M | Buy |
16,688
+609
| +4% | +$37.5K | 0.22% | 83 |
|
|
2025
Q1 | $926K | Buy |
16,079
+1,669
| +12% | +$96.1K | 0.2% | 97 |
|
|
2024
Q4 | $826K | Buy |
14,410
+1,256
| +10% | +$72K | 0.18% | 123 |
|
|
2024
Q3 | $779K | Buy |
13,154
+3,553
| +37% | +$210K | 0.17% | 106 |
|
|
2024
Q2 | $541K | Buy |
9,601
+383
| +4% | +$21.6K | 0.14% | 126 |
|
|
2024
Q1 | $513K | Buy |
9,218
+3,613
| +64% | +$201K | 0.15% | 106 |
|
|
2023
Q4 | $298K | Buy |
5,605
+823
| +17% | +$43.8K | 0.1% | 57 |
|
|
2023
Q3 | $235K | Buy |
+4,782
| New | +$235K | 0.08% | 73 |
|