Mutual 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 | $1.54M | Buy |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $996K | Buy |
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|
2023
Q2 | $965K | Buy |
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|
2023
Q1 | $861K | Sell |
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|
2022
Q4 | $900K | Sell |
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|
2022
Q3 | $863K | Sell |
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|
2022
Q2 | $925K | Buy |
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|
2022
Q1 | $834K | Buy |
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|
2021
Q4 | $819K | Buy |
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|
2021
Q3 | $425K | Sell |
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|
2021
Q2 | $441K | Sell |
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|
2021
Q1 | $599K | Buy |
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