MPS Loria Financial Planners’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	$929K	Buy	15,091 +1,024	+7%	+$63K	0.27%	26
2025 Q1	$810K	Buy	14,067 +6,052	+76%	+$348K	0.24%	28
2024 Q4	$459K	Buy	8,015 +2,545	+47%	+$146K	0.14%	43
2024 Q3	$324K	Buy	5,470 +1,237	+29%	+$73.3K	0.1%	59
2024 Q2	$238K	Buy	+4,233	New	+$238K	0.08%	73