N.E.W. Advisory Services’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	$38.1K	Hold	618	–	–	﹤0.01%	348
2025 Q1	$35.6K	Buy	+618	New	+$35.6K	﹤0.01%	408
2019 Q4	$226K	Buy	+4,739	New	+$226K	0.07%	80