Moss Adams Wealth 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 | $1.01M | Buy |
16,453
+636
| +4% | +$39.2K | 0.09% | 76 |
|
|
2025
Q1 | $911K | Buy |
15,817
+4,661
| +42% | +$268K | 0.1% | 71 |
|
|
2024
Q4 | $639K | Buy |
11,156
+158
| +1% | +$9.06K | 0.07% | 87 |
|
|
2024
Q3 | $652K | Buy |
10,998
+277
| +3% | +$16.4K | 0.07% | 80 |
|
|
2024
Q2 | $604K | Buy |
10,721
+2
| +0% | +$113 | 0.08% | 71 |
|
|
2024
Q1 | $597K | Buy |
10,719
+5,443
| +103% | +$303K | 0.1% | 65 |
|
|
2023
Q4 | $281K | Buy |
5,276
+852
| +19% | +$45.3K | 0.06% | 92 |
|
|
2023
Q3 | $219K | Buy |
+4,424
| New | +$219K | 0.07% | 91 |
|