Milestone Investment 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
Q3 | $35.7K | Hold |
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|
2025
Q2 | $34.2K | Hold |
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2025
Q1 | $32K | Hold |
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|
2024
Q4 | $31.8K | Hold |
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|
2024
Q3 | $32.9K | Hold |
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|
2024
Q2 | $31.3K | Sell |
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|
2024
Q1 | $37.7K | Buy |
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|
2023
Q4 | $36K | Sell |
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|
2023
Q3 | $34K | Sell |
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|
2023
Q2 | $40.4K | Hold |
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|
2023
Q1 | $39.2K | Buy |
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|
2022
Q4 | $36.9K | Buy |
|