One Capital Management’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
$1.07M Sell
2025
Q2
$1.3M Sell
2025
Q1
$10M Buy
2024
Q4
$9.05M Sell
2024
Q3
$9.51M Sell
2024
Q2
$9.13M Buy