Moss Adams Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Moss Adams Wealth Advisors’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.43M	Buy
2025 Q2	$1.01M	Buy
2025 Q1	$911K	Buy
2024 Q4	$639K	Buy
2024 Q3	$652K	Buy
2024 Q2	$604K	Buy
2024 Q1	$597K	Buy
2023 Q4	$281K	Buy
2023 Q3	$219K	Buy