NewEdge 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 | $891K | Buy |
|
|||||
|
2025
Q1 | $533K | Buy |
|
|||||
|
2024
Q4 | $481K | Sell |
|
|||||
|
2024
Q3 | $508K | Sell |
|
|||||
|
2024
Q2 | $609K | Buy |
|
|||||
|
2024
Q1 | $579K | Sell |
|
|||||
|
2023
Q4 | $781K | Buy |
|
|||||
|
2023
Q3 | $315K | Sell |
|
|||||
|
2023
Q2 | $342K | Buy |
|
|||||
|
2023
Q1 | $65.6K | Sell |
|
|||||
|
2022
Q4 | $12.3K | Buy |
|