Morton Brown Family Wealth’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
Q3 | $414K | Buy |
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|
2025
Q2 | $394K | Buy |
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|
2025
Q1 | $366K | Sell |
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|
2024
Q4 | $371K | Sell |
|
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|
2024
Q3 | $755K | Buy |
|
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|
2024
Q2 | $722K | Buy |
|
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|
2024
Q1 | $703K | Sell |
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|
2023
Q4 | $687K | Sell |
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|
2023
Q3 | $651K | Sell |
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|
2023
Q2 | $746K | Sell |
|
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|
2023
Q1 | $754K | Buy |
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|
2022
Q4 | $707K | Buy |
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|
2022
Q3 | $668K | Hold |
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|
2022
Q2 | $716K | Sell |
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|
2022
Q1 | $815K | Sell |
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|
2021
Q4 | $1.27M | Buy |
|