Moneta Group Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Moneta Group Investment Advisors’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$977K	Hold
2025 Q1	$914K	Buy
2024 Q4	$824K	Buy
2024 Q3	$624K	Hold
2024 Q2	$593K	Hold
2024 Q1	$586K	Buy