Milestone Investment Advisors’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 | $34.2K | Hold |
555
| – | – | 0.01% | 107 |
|
|
2025
Q1 | $32K | Hold |
555
| – | – | 0.01% | 109 |
|
|
2024
Q4 | $31.8K | Hold |
555
| – | – | 0.01% | 109 |
|
|
2024
Q3 | $32.9K | Hold |
555
| – | – | 0.01% | 107 |
|
|
2024
Q2 | $31.3K | Sell |
555
-122
| -18% | -$6.87K | 0.01% | 108 |
|
|
2024
Q1 | $37.7K | Buy |
677
+1
| +0.1% | +$56 | 0.01% | 103 |
|
|
2023
Q4 | $36K | Sell |
676
-12
| -2% | -$638 | 0.01% | 99 |
|
|
2023
Q3 | $34K | Sell |
688
-96
| -12% | -$4.74K | 0.01% | 230 |
|
|
2023
Q2 | $40.4K | Hold |
784
| – | – | 0.01% | 89 |
|
|
2023
Q1 | $39.2K | Buy |
784
+1
| +0.1% | +$50 | 0.01% | 223 |
|
|
2022
Q4 | $36.9K | Buy |
+783
| New | +$36.9K | 0.01% | 87 |
|