New England Private Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

New England Private Wealth Advisors’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	$715K	Buy
2025 Q1	$663K	Sell
2024 Q4	$671K	Buy
2024 Q3	$676K	Buy
2024 Q2	$639K	Buy
2024 Q1	$628K	Buy
2023 Q4	$417K	Sell
2023 Q3	$564K	Buy
2023 Q2	–	Sell
2023 Q1	$268K	Hold
2022 Q4	$253K	Buy