Moneta Group 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 | $977K | Hold |
15,870
| – | – | 0.01% | 312 |
|
|
2025
Q1 | $914K | Buy |
15,870
+1,500
| +10% | +$86.4K | 0.01% | 302 |
|
|
2024
Q4 | $824K | Buy |
14,370
+3,843
| +37% | +$220K | 0.01% | 305 |
|
|
2024
Q3 | $624K | Hold |
10,527
| – | – | 0.01% | 362 |
|
|
2024
Q2 | $593K | Hold |
10,527
| – | – | 0.01% | 350 |
|
|
2024
Q1 | $586K | Buy |
+10,527
| New | +$586K | 0.01% | 345 |
|