MCIA
Mountain Capital Investment Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Buy |
8,900
+97
| +1% | +$5.97K | 0.11% | 27 |
|
|
2025
Q1 | $502K | Sell |
8,803
-634
| -7% | -$36.2K | 0.11% | 26 |
|
|
2024
Q4 | $545K | Sell |
9,437
-2,436
| -21% | -$141K | 0.11% | 26 |
|
|
2024
Q3 | $695K | Buy |
11,873
+468
| +4% | +$27.4K | 0.15% | 24 |
|
|
2024
Q2 | $654K | Buy |
11,405
+1,121
| +11% | +$64.2K | 0.16% | 19 |
|
|
2024
Q1 | $568K | Sell |
10,284
-1,033
| -9% | -$57K | 0.16% | 18 |
|
|
2023
Q4 | $597K | Buy |
11,317
+129
| +1% | +$6.81K | 0.2% | 41 |
|
|
2023
Q3 | $557K | Sell |
11,188
-37
| -0.3% | -$1.84K | 0.21% | 39 |
|
|
2023
Q2 | $582K | Sell |
11,225
-213
| -2% | -$11K | 0.22% | 52 |
|
|
2023
Q1 | $579K | Sell |
11,438
-1,257
| -10% | -$63.6K | 0.25% | 51 |
|
|
2022
Q4 | $618K | Sell |
12,695
-357
| -3% | -$17.4K | 0.28% | 59 |
|
|
2022
Q3 | $584K | Buy |
13,052
+382
| +3% | +$17.1K | 0.31% | 73 |
|
|
2022
Q2 | $609K | Buy |
12,670
+384
| +3% | +$18.5K | 0.3% | 65 |
|
|
2022
Q1 | $646K | Buy |
12,286
+773
| +7% | +$40.6K | 0.31% | 75 |
|
|
2021
Q4 | $652K | Buy |
+11,513
| New | +$652K | 0.3% | 98 |
|