Millstone Evans Group’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	$236K	Hold	3,841	–	–	0.16%	108
2025 Q1	$221K	Sell	3,841 -60	-2%	-$3.45K	0.15%	109
2024 Q4	$224K	Buy	+3,901	New	+$224K	0.15%	108