Milestone Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.15M | Sell |
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|
2025
Q4 | $1.17M | Buy |
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2025
Q3 | $1.12M | Buy |
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|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $926K | Buy |
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|
2024
Q4 | $826K | Buy |
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|
2024
Q3 | $779K | Buy |
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|
2024
Q2 | $541K | Buy |
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|
2024
Q1 | $513K | Buy |
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|
2023
Q4 | $298K | Buy |
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|
2023
Q3 | $235K | Buy |
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