Napa Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Napa Wealth Management’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$596K	Buy
2025 Q1	$534K	Sell
2024 Q4	$557K	Sell
2024 Q3	$764K	Buy
2024 Q2	$702K	Buy
2024 Q1	$444K	Sell
2023 Q4	$2.34M	Buy