MSI Financial Services’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
2016
Q4
$171K Sell
2016
Q3
$279K Buy
2016
Q2
$269K Hold
2016
Q1
$265K Sell
2015
Q4
$306K Sell
2015
Q3
$421K Buy
2015
Q2
$374K Buy
2015
Q1
$32K Buy
2014
Q4
$7K Sell
2014
Q3
$102K Buy