NewSquare Capital’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
Q3 | – | Hold |
|
|||||
|
2025
Q2 | – | Hold |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $440K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $4K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $351K | Sell |
|
|||||
|
2015
Q4 | $369K | Sell |
|
|||||
|
2015
Q3 | $379K | Sell |
|
|||||
|
2015
Q2 | $415K | Sell |
|
|||||
|
2015
Q1 | $628K | Sell |
|
|||||
|
2014
Q4 | $892K | Sell |
|
|||||
|
2014
Q3 | $959K | Sell |
|
|||||
|
2014
Q2 | $1.08M | Sell |
|
|||||
|
2014
Q1 | $1.22M | Buy |
|
|||||
|
2013
Q4 | $925K | Sell |
|
|||||
|
2013
Q3 | $961K | Sell |
|
|||||
|
2013
Q2 | $1.06M | Buy |
|