MPS Loria Financial Planners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

MPS Loria Financial Planners’s Portfolio AOR Stock Details AOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.1M	Buy
2025 Q2	$929K	Buy
2025 Q1	$810K	Buy
2024 Q4	$459K	Buy
2024 Q3	$324K	Buy
2024 Q2	$238K	Buy