Money Concepts Capital’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
2023 Q1	–	Sell	-2,364	Closed	-$111K	–	577
2022 Q4	$111K	Buy	+2,364	New	+$111K	0.01%	923
2022 Q2	–	Sell	-2,439	Closed	-$132K	–	1488
2022 Q1	$132K	Buy	+2,439	New	+$132K	0.01%	896