Morton Brown Family Wealth’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 | $394K | Buy |
6,405
+47
| +0.7% | +$2.89K | 0.12% | 39 |
|
|
2025
Q1 | $366K | Sell |
6,358
-107
| -2% | -$6.16K | 0.12% | 38 |
|
|
2024
Q4 | $371K | Sell |
6,465
-6,277
| -49% | -$360K | 0.13% | 41 |
|
|
2024
Q3 | $755K | Buy |
12,742
+56
| +0.4% | +$3.32K | 0.27% | 32 |
|
|
2024
Q2 | $722K | Buy |
12,686
+65
| +0.5% | +$3.7K | 0.29% | 31 |
|
|
2024
Q1 | $703K | Sell |
12,621
-304
| -2% | -$16.9K | 0.29% | 29 |
|
|
2023
Q4 | $687K | Sell |
12,925
-250
| -2% | -$13.3K | 0.3% | 31 |
|
|
2023
Q3 | $651K | Sell |
13,175
-1,332
| -9% | -$65.8K | 0.33% | 29 |
|
|
2023
Q2 | $746K | Sell |
14,507
-554
| -4% | -$28.5K | 0.4% | 27 |
|
|
2023
Q1 | $754K | Buy |
15,061
+68
| +0.5% | +$3.4K | 0.45% | 28 |
|
|
2022
Q4 | $707K | Buy |
14,993
+69
| +0.5% | +$3.25K | 0.48% | 27 |
|
|
2022
Q3 | $668K | Hold |
14,924
| – | – | 0.53% | 24 |
|
|
2022
Q2 | $716K | Sell |
14,924
-177
| -1% | -$8.49K | 0.55% | 23 |
|
|
2022
Q1 | $815K | Sell |
15,101
-7,183
| -32% | -$388K | 0.62% | 24 |
|
|
2021
Q4 | $1.27M | Buy |
+22,284
| New | +$1.27M | 0.97% | 17 |
|