Modera Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Buy |
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|
2025
Q1 | $626K | Buy |
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|
2024
Q4 | $521K | Buy |
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|
2024
Q3 | $534K | Buy |
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|
2024
Q2 | $485K | Buy |
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|
2024
Q1 | $476K | Buy |
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|
2023
Q4 | $392K | Buy |
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|
2023
Q3 | $259K | Buy |
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|
2023
Q2 | $266K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Sell |
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|
2022
Q1 | $288K | Buy |
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|
2021
Q4 | $219K | Buy |
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