Milestone Asset Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Milestone Asset Management’s Portfolio AOR Stock Details AOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.12M	Buy
2025 Q2	$1.03M	Buy
2025 Q1	$926K	Buy
2024 Q4	$826K	Buy
2024 Q3	$779K	Buy
2024 Q2	$541K	Buy
2024 Q1	$513K	Buy
2023 Q4	$298K	Buy
2023 Q3	$235K	Buy