Mountain Capital Investment Advisors’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
Q2 | $548K | Buy |
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|
2025
Q1 | $502K | Sell |
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|
2024
Q4 | $545K | Sell |
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|
2024
Q3 | $695K | Buy |
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|
2024
Q2 | $654K | Buy |
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|
2024
Q1 | $568K | Sell |
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|
2023
Q4 | $597K | Buy |
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|
2023
Q3 | $557K | Sell |
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|
2023
Q2 | $582K | Sell |
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|
2023
Q1 | $579K | Sell |
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|
2022
Q4 | $618K | Sell |
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|
2022
Q3 | $584K | Buy |
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|
2022
Q2 | $609K | Buy |
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|
2022
Q1 | $646K | Buy |
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|
2021
Q4 | $652K | Buy |
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